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Original filing (PDF)20251014142718NAL0001501283001
SPINUTECH, LLC
Form 5500
FILING_RECEIVED
SPINUTECH 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
117
Accounts w/ balance
163
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great Gray Trust Company Flexpath Index Moderate 2055 R1" is 29% of plan.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPINUTECH, LLC.
Plan sponsor
Name
SPINUTECH, LLC
EIN
84-1687048
Address
115 E 2ND ST · CEDAR FALLS, IA · 506132729
Phone
(515) 957-2744
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
6 direct securities · 16 pooled funds· $7.9M(100% of reported assets)
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.
Common Collective Trust
$5.5M
16 holdings
Uncategorized
$2.2M
5 holdings
Mutual Funds
$207K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.3M | 29.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.7M | 21.9% | |
| FLEXPATH INDEX MODERATE 2045 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.1M | 14.1% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $571K | 7.2% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $525K | 6.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $287K | 3.6% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $218K | 2.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $207K | 2.6% | |
| Fidelity Investments Fidelity International Index | — | — | — | $179K | 2.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $141K | 1.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $122K | 1.5% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $104K | 1.3% | |
| Dimensional DFA Real Estate Securities I | — | — | — | $71K | 0.9% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $69K | 0.9% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $69K | 0.9% | |
| BlackRock Total Return K | — | — | — | $58K | 0.7% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $52K | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $50K | 0.6% | |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $17K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |