SPMB LLC's EIN is 83-2297738.
Download the official 2024 Form 5500 (PDF) for SPMB LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPMB 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2045 0 | Mutual Funds | — | — | $3.0M | 19.4% | |
| Vanguard Target Ret 2060 0 | Mutual Funds | — | — | $2.2M | 14.3% | |
| Vanguard Target Ret 2055 0 | Mutual Funds | — | — | $1.9M | 12.3% | |
| Vanguard Target Ret 2035 0 | Mutual Funds | — | — | $1.7M | 11.0% | |
| 500 Index Fund 0 | Common Collective Trusts | — | — | $834K | 5.3% | |
| Vanguard Target Ret 2030 0 | Mutual Funds | — | — | $751K | 4.8% | |
| Vanguard Target Ret 2065 0 | Mutual Funds | — | — | $736K | 4.7% | |
| Vanguard Target Ret 2040 0 | Mutual Funds | — | — | $692K | 4.4% | |
| Blue Chip Growth Fund 0 | Other securities | — | — | $432K | 2.8% | |
| Mid Cap Mid Cap Index Fund 0 | Common Collective Trusts | — | — | $387K | 2.5% | |
| Vanguard Target Ret 2050 0 | Mutual Funds | — | — | $342K | 2.2% | |
| Science & Techology Fund 0 | Other securities | — | — | $324K | 2.1% | |
| Vanguard Target Ret 2025 0 | Mutual Funds | — | — | $277K | 1.8% | |
| Vanguard Small Cap Value Index 0 | Mutual Funds | — | — | $229K | 1.5% | |
| Intl Equity Index Fund 0 | Common Collective Trusts | — | — | $213K | 1.4% | |
| Washington Mutual Investors 0 | Other securities | — | — | $166K | 1.1% | |
| American Funds American Funds New Perspective 0 | Mutual Funds | — | — | $144K | 0.9% | |
| VS Financl 0 | Other securities | — | — | $118K | 0.7% | |
| Investment Company of America 0 | Common Stocks | — | — | $111K | 0.7% | |
| WisdomTree MidCap ETF 0 | Other securities | — | — | $106K | 0.7% | |
| MFS Untilities Fund 0 | Mutual Funds | — | — | $87K | 0.6% | |
| Small Cap Index fund 0 | Common Collective Trusts | — | — | $80K | 0.5% | |
| Capital World Growth & Income 0 | Other securities | — | — | $68K | 0.4% | |
| iShares Gold Trust ETF 0 | Other securities | — | — | $64K | 0.4% | |
| Vanguard Energy Fund 0 | Mutual Funds | — | — | $60K | 0.4% | |
| Real Est Real Est. Securities Fund 0 | Other securities | — | — | $59K | 0.4% | |
| 0 Plan Participant Loans Notes Receivable 0 | Participant loans | — | — | $37K | 0.2% | |
| John Hancock John Hancock Mid Cap Growth 0 | Other securities | — | — | $30K | 0.2% | |
| Core Bond Fund 0 | Other securities | — | — | $26K | 0.2% | |
| Vanguard Explorer Fund 0 | Mutual Funds | — | — | $25K | 0.2% | |
| VS GL BD 0 | Other securities | — | — | $22K | 0.1% | |
| Templeton World 0 | Mutual Funds | — | — | $15K | <0.1% | |
| Sprott Gold Equity Fund 0 | Other securities | — | — | $14K | <0.1% | |
| T. Rowe Price T. Row Price New Era Fund 0 | Other securities | — | — | $13K | <0.1% | |
| Strategic Income Opp Fund 0 | Other securities | — | — | $13K | <0.1% | |
| Vanguard Target Ret Income 0 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
