Tracy Shiflet signed Spectra Logic Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spectra Logic Corp.'s EIN is 84-0922076.
Download the official 2024 Form 5500 (PDF) for Spectra Logic Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spectra Logic Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX # | Mutual Funds | — | — | $12.7M | 23.8% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.0M | 7.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.5M | 6.5% | |
| Fidelity US BOND INDEX # | Mutual Funds | — | — | $3.3M | 6.2% | |
| Fidelity SMALL CAP INDEX # | Mutual Funds | — | — | $2.5M | 4.7% | |
| Principal LIFETIME HYBRID INCOME CIT Z # 38 Schwab Self-directed brokerage account investments # | Self-Directed Brokerage | — | — | $2.1M | 4.0% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 3.7% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.0M | 3.7% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 3.3% | |
| Fidelity INTERNATIONAL INDEX # | Mutual Funds | — | — | $1.6M | 2.9% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| Fidelity MID CAP INDEX # | Mutual Funds | — | — | $1.4M | 2.7% | |
| Janus Henderson JANUS HENDERSON GLOBAL TECH INNOVATION I # | Mutual Funds | — | — | $1.3M | 2.5% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 # | Mutual Funds | — | — | $1.3M | 2.5% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| Empower SECUREFOUNDATION BAL INST # | Other securities | — | — | $1.2M | 2.3% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 2.0% | |
| MassMutual MID CAP GROWTH I # | Other securities | — | — | $980K | 1.8% | |
| MFS MID CAP VALUE R6 # | Mutual Funds | — | — | $955K | 1.8% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $795K | 1.5% | |
| Fidelity EMERGING MARKETS K # | Mutual Funds | — | — | $707K | 1.3% | |
| Janus Henderson JANUS HENDERSON TRITON N # | Mutual Funds | — | — | $678K | 1.3% | |
| Pimco TOTAL RETURN INSTL # | Mutual Funds | — | — | $603K | 1.1% | |
| various times through October 2039 | Other securities | — | — | $462K | 0.9% | |
| MFS INTERNATIONAL NEW DISCOVERY R6 # | Mutual Funds | — | — | $295K | 0.6% | |
| MFS UTILITIES R6 # | Mutual Funds | — | — | $242K | 0.5% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $202K | 0.4% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $190K | 0.4% | |
| Empower MULTI-SECTOR BOND INST # | Other securities | — | — | $152K | 0.3% | |
| American Beacon AMERICAN BEACON SMALL CAP VALUE R6 # | Other securities | — | — | $148K | 0.3% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $23K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $38 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CREATIVE PLANNING LLC |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $54K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKEERAGE SERVICES | $0 | — |
