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Original filing (PDF)20240730133537NAL0031808240001

SPIN SYSTEMS, INC.

Form 5500
FILING_RECEIVED
SPIN SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
206
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
  • 66 bps in Schedule C fees — 129% above peer band of 29 bps.
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIN SYSTEMS, INC..
Plan sponsor
Name
SPIN SYSTEMS, INC.
EIN
54-1918968
Address
3120 FAIRVIEW PARK DRIVE · STE 800 · FALLS CHURCH, VA · 220424569
Phone
(703) 318-0803
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANGLIN REICHMANN ARMSTRONG, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MMA SECURITIES LLC22-3570392INVESTMENT ADVISORY$45K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$43K

Investments

4 pooled funds· $219K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account
$218K
3 holdings
Common Collective Trust
$851
1 holding
InvestmentTypeCurrent value% of plan
PRIN MIDCAP S&P 400 IDX SA-Z
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023
Pooled Separate Account
$119K0.9%
PRIN SMCAP S&P 600 INDEX SA-Z
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028
Pooled Separate Account
$75K0.6%
PRIN DIVERSIFIED INTL SA-Z
PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015
Pooled Separate Account
$23K0.2%
INTERNATIONAL GROWTH II R1 FD
GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619
Common Collective Trust
$851<0.1%

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