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Original filing (PDF)20250924190544NAL0009007344001
THE SPINX COMPANY, INC.
Form 5500
FILING_RECEIVED
THE SPINX COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
957
Accounts w/ balance
1,185
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SPINX COMPANY, INC..
Plan sponsor
Name
THE SPINX COMPANY, INC.
EIN
57-0551551
Address
1414 E WASHINGTON ST · GREENVILLE, SC · 29607
Phone
(864) 233-5421
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $184K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $36K | — |
| RELIANCE TRUST COMPANY | 58-1428634 | — | NONE | $0 | — |
Investments
28 direct securities· $38.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2030 Mutual Fund | — | — | — | $4.6M | 11.7% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $4.6M | 11.6% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $3.7M | 9.4% | |
| Vanguard Target Retire 2040 Mutual Fund | — | — | — | $2.7M | 6.7% | |
| Vanguard Target Retire 2050 Mutual Fund | — | — | — | $2.4M | 6.1% | |
| Vanguard Target Retire 2035 Mutual Fund | — | — | — | $2.1M | 5.4% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $2.1M | 5.3% | |
| Vanguard Target Retire 2055 Mutual Fund | — | — | — | $2.1M | 5.2% | |
| Vanguard Target Retire 2045 Mutual Fund | — | — | — | $1.8M | 4.6% | |
| Vanguard Target Retire 2060 Mutual Fund | — | — | — | $1.5M | 3.7% | |
| The Standard Insurance Company Stable Asset Fund A | — | — | — | $1.4M | 3.5% | |
| Vanguard Target Retire 2065 Mutual Fund | — | — | — | $1.1M | 2.8% | |
| Notes receivable from participants May 2033. - | — | — | — | $1.0M | 2.6% | |
| Fidelity Advisor Total Bd Z Mutual Fund | — | — | — | $933K | 2.4% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $888K | 2.3% | |
| Vanguard Target Retire 2025 Mutual Fund | — | — | — | $881K | 2.2% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $791K | 2.0% | |
| Vanguard Mid Cap Val Idx Admiral Mutual Fund | — | — | — | $673K | 1.7% | |
| Janus Henderson Triton I Mutual Fund | — | — | — | $593K | 1.5% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $490K | 1.2% | |
| Vanguard Target Retire Income Mutual Fund | — | — | — | $474K | 1.2% | |
| Fidelity Large Cap Growth Index Mutual Fund | — | — | — | $419K | 1.1% | |
| Vanguard Target Retire 2020 Mutual Fund | — | — | — | $407K | 1.0% | |
| Vanguard Real Estate Idx Adm Mutual Fund | — | — | — | $226K | 0.6% | |
| Prudential High-Yield Mutual Fund | — | — | — | $104K | 0.3% | |
| Vanguard Emerging Markets Stock Index Mutual Fund | — | — | — | $86K | 0.2% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $61K | 0.2% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $59K | 0.1% |