ANA Perez signed The Spanos Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Spanos Corporation's EIN is 68-0347944.
Download the official 2024 Form 5500 (PDF) for The Spanos Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Spanos Corporation'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $3.4M | 25.4% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | Common Stocks | — | — | $2.7M | 20.2% | |
| MetLife SV Solutions Fund J Common Collective Trust | Common Collective Trusts | — | — | $2.1M | 15.5% | |
| METLIFE STABLE VALUE FUND - CLASS J WILMINGTON TRUST FUNDS · EIN 26-0142857 / PN 094 | Common Collective Trust | — | — | $2.1M | 15.5% | |
| Fidelity Intl Index Fnd Registered Investment Company | Mutual Funds | — | — | $848K | 6.3% | |
| PRINCIPAL LIFETIME HYBRID 2020 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $574K | 4.3% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $441K | 3.3% | |
| PRINCIPAL LIFETIME HYBRID 2035 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $421K | 3.1% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | Common Collective Trusts | — | — | $402K | 3.0% | |
| Principal MidCap Fd R6 Registered Investment Company | Common Stocks | — | — | $301K | 2.2% | |
| JPMorgan Core Plus Bond Fnd R6 Registered Investment Company | Common Stocks | — | — | $284K | 2.1% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | Common Stocks | — | — | $256K | 1.9% | |
| Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company | Mutual Funds | — | — | $255K | 1.9% | |
| Fid US Bd Id Fd Registered Investment Company | Mutual Funds | — | — | $201K | 1.5% | |
| PRINCIPAL LIFETIME HYBRID 2030 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $172K | 1.3% | |
| PRINCIPAL LIFETIME HYBRID 2025 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $137K | 1.0% | |
| VY CBRE Rl Estate Prt Ins Registered Investment Company | Common Stocks | — | — | $107K | 0.8% | |
| PRINCIPAL LIFETIME HYBRID 2050 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $101K | 0.7% | |
| PRINCIPAL LIFETIME HYBRID 2055 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $99K | 0.7% | |
| PRINCIPAL LIFETIME HYBRID 2040 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $77K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID 2045 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $58K | 0.4% | |
| Princpl LifeTime Hybrd Inc F Z Common Collective Trust | Common Collective Trusts | — | — | $34K | 0.3% | |
| PRINCIPAL LIFETIME HYBRID INCOME FU PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $34K | 0.3% | |
| MFS Intl Eqty Fnd R6 Registered Investment Company | Mutual Funds | — | — | $20K | 0.2% | |
| PRINCIPAL LIFETIME HYBRID 2015 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $16K | 0.1% | |
| LOAN FUND Participant Loans - Rates 7.00% to 10.50% | Bonds / Notes | — | — | $14K | 0.1% | |
| PRINCIPAL LIFETIME HYBRID 2065 FD Z PRINCIPAL FUNDS · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $14K | 0.1% | |
| PRINCIPAL LIFETIME HYBRID 2060 FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
