Chinita Irvin signed SPUR Energy Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPUR Energy Partners LLC's EIN is 83-3355741.
Download the official 2024 Form 5500 (PDF) for SPUR Energy Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPUR Energy Partners 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 19.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.6M | 11.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 10.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 9.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.1M | 7.8% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $899K | 6.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $787K | 5.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $774K | 5.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $688K | 4.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $545K | 3.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $270K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $257K | 1.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $256K | 1.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $249K | 1.8% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $201K | 1.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $142K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $136K | 1.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $125K | 0.9% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $124K | 0.9% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $113K | 0.8% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $52K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $5K |
| — |
