Kathryn Pace signed Sparrow Capital Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sparrow Capital Partners, LLC's EIN is 82-1681055.
Download the official 2024 Form 5500 (PDF) for Sparrow Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sparrow Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RYAN & MANN LLC | — | RICHMOND, TX | AUDITOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2045 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $997K | $1.2M | 16.5% | |
| T ROWE PRICE RETIREMENT 2040 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $710K | $841K | 11.9% | |
| T ROWE PRICE RETIREMENT 2055 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $699K | $825K | 11.7% | |
| T ROWE PRICE RETIREMENT 2035 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $676K | $774K | 11.0% | |
| T ROWE PRICE RETIREMENT 2050 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $606K | $723K | 10.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | $322K | $418K | 5.9% | |
| T ROWE PRICE RETIREMENT 2030 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $342K | $366K | 5.2% | |
| T ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $267K | $305K | 4.3% | |
| T ROWE PRICE RETIREMENT 2025 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $244K | $273K | 3.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $159K | $220K | 3.1% | |
| PARTICIPANT LOANS | Participant loans | — | $152K | $152K | 2.2% | |
| T ROWE PRICE RETIREMENT 2065 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $117K | $134K | 1.9% | |
| Fidelity Extended Market Index | Mutual Funds | — | $96K | $115K | 1.6% | |
| BlackRock Total Return K | Other securities | — | $105K | $102K | 1.4% | |
| T ROWE PRICE RETIREMENT 2020 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $63K | $73K | 1.0% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | $61K | $73K | 1.0% | |
| GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $73K | 1.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $58K | $72K | 1.0% | |
| Fidelity Total International Index | Mutual Funds | — | $67K | $70K | 1.0% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | $61K | $68K | 1.0% | |
| Galliard Stable Return Fund E | Other securities | — | $64K | $65K | 0.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | $48K | $60K | 0.9% | |
| Fidelity US Bond Index | Mutual Funds | — | $56K | $56K | 0.8% | |
| Allspring Special Small Cap Value R6 | Other securities | — | $54K | $54K | 0.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | $46K | $50K | 0.7% | |
| FORFEITURES | Other securities | — | $7K | $7K | 0.1% | |
| T ROWE PRICE RETIREMENT 2005 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $623 | $664 | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 TR K T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $40 | $43 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
