JEN Clemens signed Spreetail, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spreetail, LLC's EIN is 83-4172203.
Download the official 2024 Form 5500 (PDF) for Spreetail, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spreetail, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTATOR | $28K | — |
| AT RETIREMENT SERVICES LLC | 83-3455979 | DUBUQUE, IA | N/A | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $3.0M | 27.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.4M | 13.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.3M | 12.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.0M | 9.3% | |
| SS S&P 500 INDX SL SERIES II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $938K | 8.6% | |
| SS U.S. TOTAL MARKET INDEX SL SF CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $718K | 6.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $422K | 3.9% | |
| State Street Global Advisors Trust Company State Street Mid Cap Index SL XIV | Common Stocks | — | — | $320K | 3.0% | |
| STAST S&P MIDCAP INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $320K | 3.0% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $272K | 2.5% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $225K | 2.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $224K | 2.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $192K | 1.8% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $179K | 1.7% | |
| State Street Global Advisors Trust Company State Street Russell Small Cap Index II | Common Stocks | — | — | $153K | 1.4% | |
| SS RUSL SML CAP INDX NL SF CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 496 | Common Collective Trust | — | — | $153K | 1.4% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $97K | 0.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $57K | 0.5% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $49K | 0.4% | |
| PUTNAM LARGE CAP VALUE IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $47K | 0.4% | |
| Dodge & Cox Dodge & Cox Income X ** 285 JPMorgan JP Morgan International Equity Fund R6 ** 548 JPMorgan JP Morgan Large Cap Growth R6 | Mutual Funds | — | — | $40K | 0.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $37K | 0.3% | |
| WASATCH CORE GROWTH CIT SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $28K | 0.3% | |
| Victory Capital Management Inc. Victory Syc Est Value R6 | Common Stocks | — | — | $25K | 0.2% | |
| WILMINGTON TRUST CIT MFS MID-CAP GR GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $13K | 0.1% | |
| Vanguard Inflation Protected Adm | Mutual Funds | — | — | $11K | 0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value Class I | Mutual Funds | — | — | $10K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core EQ | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Short Term Bond Index Adm | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2070 ** 451 Vanguard Target Retirement Income | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
