Kimberly A. Mason signed SPOC Automation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPOC Automation, Inc.'s EIN is 63-1284892.
Download the official 2024 Form 5500 (PDF) for SPOC Automation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPOC Automation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R4 a | Mutual Funds | — | — | $1.8M | 22.3% | |
| American Funds 2055 Target Date Fund R4 a | Mutual Funds | — | — | $1.3M | 17.1% | |
| American Funds 2035 Target Date Fund R4 a | Mutual Funds | — | — | $1.1M | 14.1% | |
| American Funds Growth Portfolio R4 a | Mutual Funds | — | — | $416K | 5.3% | |
| American Funds 2065 Target Date Fund R4 a | Mutual Funds | — | — | $415K | 5.3% | |
| American Funds 2040 Target Date Fund R4 a | Mutual Funds | — | — | $379K | 4.8% | |
| American Funds AMCAP R4 a | Mutual Funds | — | — | $373K | 4.7% | |
| American Funds 2025 Target Date Fund R4 a | Mutual Funds | — | — | $370K | 4.7% | |
| American Funds 2050 Target Date Fund R4 a | Mutual Funds | — | — | $316K | 4.0% | |
| American Funds 2045 Target Date Fund R4 a | Mutual Funds | — | — | $288K | 3.7% | |
| American Funds 2060 Target Date Fund R4 a | Mutual Funds | — | — | $245K | 3.1% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $182K | 2.3% | |
| American Funds Global Growth Portfolio R4 a | Mutual Funds | — | — | $174K | 2.2% | |
| American Funds Invmt Co of America R4 a | Mutual Funds | — | — | $138K | 1.7% | |
| American Funds Gr and Inc Port R-4 a | Mutual Funds | — | — | $119K | 1.5% | |
| American Funds 2020 Target Date Fund R4 a | Mutual Funds | — | — | $60K | 0.8% | |
| American Funds Moderate G/I Portfolio R4 a | Mutual Funds | — | — | $55K | 0.7% | |
| American Funds Washington Mutual R4 a | Mutual Funds | — | — | $41K | 0.5% | |
| American Funds US Government Sec R4 a | Mutual Funds | — | — | $24K | 0.3% | |
| American Funds 2070 Target Date Fund R4 a | Mutual Funds | — | — | $20K | 0.3% | |
| American Funds Bond Fund of Amer R4 a | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds EuroPacific Gr R4 a | Mutual Funds | — | — | $12K | 0.1% | |
| American Funds 2010 Target Date Fund R4 a | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds New World Fund R4 a | Mutual Funds | — | — | $7K | <0.1% | |
| BlackRock High Yield Inv A High Yield Inv A 59 PIMCO Real Return A Real Return A | Mutual Funds | — | — | $6K | <0.1% | |
| Invesco Oppenheimer Int'l Growth A | Mutual Funds | — | — | $5K | <0.1% | |
| Invesco Global Real Estate A 834 Templeton Foreign Fund A | Mutual Funds | — | — | $1K | <0.1% | |
| Royce Small-Cap Total Return Service Small-Cap Total Return Service a | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
