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Original filing (PDF)20251014115333NAL0003848528001
SPOKEO INC
Form 5500
FILING_RECEIVED
SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
34% in single holding
Active participants
140
Accounts w/ balance
220
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
35 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds Growth Funds of America * Mutual Fund" is 34% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPOKEO INC.
Plan sponsor
Name
SPOKEO INC
EIN
84-1707759
Address
199 S LOS ROBLES AVE STE 711 · PASADENA, CA · 911012460
Phone
(626) 396-9499
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 657-2135
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALMICH & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORDKEEPER | $9K | — |
Investments
35 direct securities· $16.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Funds of America * Mutual Fund | — | — | — | $5.5M | 33.8% | |
| American Funds New Economy Fund * Mutual Fund | — | — | — | $1.7M | 10.5% | |
| American Funds Europacific Growth Fund * Mutual Fund | — | — | — | $1.5M | 9.2% | |
| American Funds Small Cap World Fund * Mutual Fund | — | — | — | $1.4M | 8.7% | |
| American Funds Fundamental Investors * Mutual Fund | — | — | — | $1.2M | 7.1% | |
| American Funds Income Fund of America * Mutual Fund | — | — | — | $700K | 4.3% | |
| American Funds 2050 Target Date Retirement Fund * Mutual Fund | — | — | — | $514K | 3.1% | |
| American Funds Growth Portfolio * Mutual Fund | — | — | — | $496K | 3.0% | |
| American Funds U.S. Government Money Market * Mutual Fund | — | — | — | $415K | 2.5% | |
| American Funds Global Growth Portfolio * Mutual Fund | — | — | — | $408K | 2.5% | |
| American Funds 2035 Target Date Retirement Fund * Mutual Fund | — | — | — | $336K | 2.0% | |
| American Funds American Balanced Fund * Mutual Fund | — | — | — | $309K | 1.9% | |
| American Funds Income Funds * Mutual Fund | — | — | — | $235K | 1.4% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $206K | 1.3% | |
| Vanguard Small Cap Value Index Mutual Fund 525 Dodge & Cox Global Bond Mutual Fund 449 Participant Loans (maturing through August 2029) * Interest rates: 4.25-9.5% | — | — | — | $200K | 1.2% | |
| American Funds 2040 Target Date Retirement Fund * Mutual Fund | — | — | — | $193K | 1.2% | |
| American Funds Conservative Growth and Income Fund * Mutual Fund | — | — | — | $156K | 1.0% | |
| American Funds Capital World Growth & Income * Mutual Fund | — | — | — | $135K | 0.8% | |
| American Funds 2045 Target Date Retirement Fund * Mutual Fund | — | — | — | $133K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund * Mutual Fund | — | — | — | $123K | 0.8% | |
| American Funds Bond Fund of America * Mutual Fund | — | — | — | $76K | 0.5% | |
| American Funds American High-Income Trust * Mutual Fund | — | — | — | $70K | 0.4% | |
| American Funds Growth and Income Portfolio * Mutual Fund | — | — | — | $68K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund * Mutual Fund | — | — | — | $57K | 0.3% | |
| American Funds Moderate Growth and Income Fund * Mutual Fund | — | — | — | $37K | 0.2% | |
| American Funds Government Securities Fund * Mutual Fund | — | — | — | $34K | 0.2% | |
| American Funds 2055 Target Date Retirement Fund * Mutual Fund | — | — | — | $29K | 0.2% | |
| American Funds Capital World Bond Fund * Mutual Fund | — | — | — | $29K | 0.2% | |
| Vanguard Balances Index Mutual Fund | — | — | — | $16K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund * Mutual Fund | — | — | — | $16K | <0.1% | |
| Fidelity Multi Asset Index Mutual Fund | — | — | — | $16K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund * Mutual Fund | — | — | — | $15K | <0.1% | |
| Nuveen Large Cap Growth Index Mutual Fund | — | — | — | $8K | <0.1% | |
| American Funds 2025 Target Date Retirement Fund * Mutual Fund | — | — | — | $5K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund * Mutual Fund | — | — | — | $1K | <0.1% |
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