Lindsey Spencer signed Spencer Construction, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spencer Construction, LLC's EIN is 82-4089972.
Download the official 2024 Form 5500 (PDF) for Spencer Construction, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spencer Construction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $2.7M | 89.0% | |
| INDEXSELECT MODERATE 2055 FUND CLAS GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.1M | 35.4% | |
| INDEXSELECT MODERATE 2045 FUND CLAS GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $465K | 15.3% | |
| INDEXSELECT MODERATE RET FUND CLASS GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $457K | 15.0% | |
| [Assets held in participant loans] | Other | — | — | $313K | 10.3% | |
| INDEXSELECT MODERATE 2035 FUND CLAS GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $171K | 5.6% | |
| BLACKROCK RUSSELL 1000 INDEX 1 GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $125K | 4.1% | |
| INDEXSELECT MODERATE 2065 FUND CLAS GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $107K | 3.5% | |
| FIXED INCOME ALLOCATION I1 GREAT GRAY · EIN 38-4126269 / PN 573 | Common Collective Trust | — | — | $79K | 2.6% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX R GREAT GRAY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $66K | 2.2% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $60K | 2.0% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $25K | 0.8% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 000 | Common Collective Trust | — | — | $19K | 0.6% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 GREAT GRAY · EIN 38-4065314 / PN 411 | Common Collective Trust | — | — | $16K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $11K | 0.4% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $9K | 0.3% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $6K | 0.2% | |
| INDEXSELECT AGGRESSIVE RET FUND CLA GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $4K | 0.1% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $3K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $3K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CLAS GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES LLC | — | ALISO VIEJO, CA | OTHER | $2K | — |
