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Original filing (PDF)20251003100446NAL0000744531001
SPG INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
SPG 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
144
Accounts w/ balance
154
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPG INTERNATIONAL, LLC.
Plan sponsor
Name
SPG INTERNATIONAL, LLC
EIN
80-0610235
Address
3340 PEACHTREE RD NE · SUITE 1250 · ATLANTA, GA · 30326
Phone
(470) 809-1767
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
Investments
21 direct securities· $3.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $528K | 17.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $522K | 16.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $266K | 8.6% | |
| T. Rowe Price Dividend Growth I T. Rowe Price 0 | — | — | — | $252K | 8.2% | |
| ClearBridge Large Cap Growth IS Legg Mason 0 | — | — | — | $246K | 8.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $237K | 7.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $232K | 7.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $156K | 5.1% | |
| Macquarie Small Cap Core R6 Macquarie 0 | — | — | — | $132K | 4.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $117K | 3.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $82K | 2.7% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $60K | 2.0% | |
| MFS Value R6 MFS 0 | — | — | — | $57K | 1.8% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $51K | 1.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $34K | 1.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $28K | 0.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $28K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 6 Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $24K | 0.8% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $17K | 0.6% | |
| Invesco Core Bond R6 Invesco 0 | — | — | — | $8K | 0.3% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $7K | 0.2% |
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