CARA Halladay signed Spaulding Ridge LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spaulding Ridge LLC's EIN is 82-3908182.
Download the official 2024 Form 5500 (PDF) for Spaulding Ridge LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spaulding Ridge LLC'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $67K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $5.9M | 23.9% | |
| Retirement Fund Class R-6 American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $4.6M | 18.7% | |
| Retirement Fund Class R-6 Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $4.0M | 16.1% | |
| American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $1.8M | 7.1% | |
| Retirement Fund Class R-6 American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $1.7M | 7.0% | |
| Retirement Fund Class R-6 American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $1.2M | 4.9% | |
| AB US LARGE CAP GROWTH CI GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $991K | 4.0% | |
| Retirement Fund Class R-6 American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $833K | 3.4% | |
| Retirement Fund Class R-6 American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $608K | 2.5% | |
| Retirement Fund Class R-6 Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $607K | 2.4% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $503K | 2.0% | |
| MFS International Diversification Fund N/R | Mutual Funds | — | — | $490K | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $349K | 1.4% | |
| Class R6 American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $245K | 1.0% | |
| PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $184K | 0.7% | |
| PUTNAM LRG CAP VALU TRUST IA GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $142K | 0.6% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $128K | 0.5% | |
| John Hancock John Hancock Bond Fund Class R6 N/R | Other securities | — | — | $112K | 0.5% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $98K | 0.4% | |
| American Funds American Funds 2065 Target Date N/R | Mutual Funds | — | — | $93K | 0.4% | |
| Retirement Fund R-6 Invesco Discovery Fund Class R6 N/R | Mutual Funds | — | — | $48K | 0.2% | |
| John Hancock John Hancock Funds Disciplined Value N/R | Other securities | — | — | $34K | 0.1% | |
| FRANKLIN SMALL CAP VAL GG CL R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $17K | <0.1% | |
| Mid Cap Fund Class R6 American Funds American Funds 2020 Target Date N/R | Mutual Funds | — | — | $5K | <0.1% | |
| COHEN & STEERS U.S. REALTY FUND COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $3K | <0.1% | |
| BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $3K | <0.1% | |
| Retirement Fund Class R-6 * T. Rowe Price T. Rowe Price Government Money Fund N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
