Spalding Consulting, Inc.'s EIN is 52-2291300.
Download the official 2024 Form 5500 (PDF) for Spalding Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spalding Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BOSTON, MA | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNCAN FINANCIAL GROUP, LLC | 61-1959547 | IRWIN, PA | TPA | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA INFLATION -PROTECT SECS I JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PGIM HIGH YIELD R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO INCOME FUND INST JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL BD MKT IND ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 20/80 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 40/60 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 60/40 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 80/20 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FLEXPATH INDEX AGGR RET R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2025 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| BAIRD AGGREGATE BOND FD INST JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FLEXPATH INDEX AGGR 2045 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2055 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2025 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2035 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2045 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2055 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD RET R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2025 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2035 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2045 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2055 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FIDELITY TOTAL MARKET INDEX FD JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JP MORGAN EQUITY INCOME R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD VALUE INDEX FD ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY SM CAP INDEX FUND JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN DYNATECH FUND R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| MFS MID CAP GROWTH FUND R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PRINCIPAL REAL ESTATE SEC R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SMALL CAP VALUE FD II R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| VANGUARD GROWTH INDEX FD ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MIDCAP GRWTH IND ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VAL INDEX ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA GLOBAL TECH GR INST 3 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SM CAP VAL IND (ADM) JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN NEW PERSPECTIVE R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN NEW WORLD FUND R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK TECHNOLOGY OPPS INST JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DODGE & COX INTL STOCK I JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY INTERNATIONAL IDX FD JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD INTL GROWTH FUND ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TTL WRLD STK IDX ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JP MORGAN US GOVT MMKT CAP CL JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FLEXPATH INDEX AGGR 2035 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | NONE | $23K | — |
| WELLTH ADVISORY & TAX, INC. | 99-2539506 | SHOREWOOD, IL | NONE | $13K | — |
