Original filing (PDF)20250919181359NAL0001183971001

SPOTNANA TECHNOLOGY, INC.

Name: SPOTNANA TECHNOLOGY, INC. — SPOTNANA TECHNOLOGY RETIREMENT PLAN, Form 5500 (2024)
Creator: SPOTNANA TECHNOLOGY, INC.

Form 5500

FILING_RECEIVED

SPOTNANA TECHNOLOGY RETIREMENT PLAN

401(k) retirement plan

Active participants

145

Accounts w/ balance

185

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (14 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPOTNANA TECHNOLOGY, INC..

Plan sponsor

Name

SPOTNANA TECHNOLOGY, INC.

EIN

84-2924335

Address

115 BROADWAY · 5TH FLOOR · NEW YORK, NY · 10006

Phone

(917) 590-5150

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

2025-09-19

Pension benefit codes

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

CLARK NUBER P.S

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$12K	—

Investments

32 direct securities· $8.4M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FID FDM IDX 2045 Mutual Fund	—	—	—	$1.3M	15.6%
FID 500 INDEX Mutual Fund	—	—	—	$1.2M	14.4%
FID FDM IDX 2040 Mutual Fund	—	—	—	$1.2M	14.0%
FID FDM IDX 2055 Mutual Fund	—	—	—	$1.1M	13.0%
FID FDM IDX 2050 Mutual Fund	—	—	—	$672K	8.0%
FID FDM IDX 2060 Mutual Fund	—	—	—	$515K	6.1%
FID TOTAL MKT Mutual Fund	—	—	—	$465K	5.5%
FID LG CAP GR Mutual Fund	—	—	—	$289K	3.4%
FID FDM IDX 2030 Mutual Fund	—	—	—	$284K	3.4%
FID FDM IDX 2035 Mutual Fund	—	—	—	$230K	2.7%
PUTN LG CAP VAL Mutual Fund	—	—	—	$142K	1.7%
Participant loans Rates from 8.75% to 9.50% - 0 -	—	—	—	$139K	1.7%
FID US BOND IDX Mutual Fund	—	—	—	$129K	1.5%
MFS INTL EQUITY Mutual Fund	—	—	—	$123K	1.5%
FID MID CAP IDX Mutual Fund	—	—	—	$109K	1.3%
FID FDM IDX 2065 Mutual Fund	—	—	—	$100K	1.2%
PGIM HIGH YIELD Mutual Fund	—	—	—	$74K	0.9%
JPM MID CAP GRTH Mutual Fund	—	—	—	$61K	0.7%
FID GOVT MMKT Mutual Fund	—	—	—	$37K	0.4%
PIM RAE US SM I Mutual Fund	—	—	—	$28K	0.3%
FID INTL INDEX Mutual Fund	—	—	—	$24K	0.3%
FID SM CAP IDX Mutual Fund	—	—	—	$22K	0.3%
FID FDM IDX 2020 Mutual Fund	—	—	—	$22K	0.3%
FID EMRG MKTS IDX Mutual Fund	—	—	—	$19K	0.2%
AF BOND FD AMER Mutual Fund	—	—	—	$15K	0.2%
C&S INST REALTY SHS Mutual Fund	—	—	—	$14K	0.2%
FID INTL BOND INDEX Mutual Fund	—	—	—	$14K	0.2%
BUFFALO SM CAP INST Mutual Fund	—	—	—	$9K	0.1%
FID FDM IDX 2025 IPR Mutual Fund	—	—	—	$7K	<0.1%
PIF MID CAP VALUE Mutual Fund	—	—	—	$4K	<0.1%
FID FDM IDX 2015 IPR Mutual Fund	—	—	—	$3K	<0.1%
AF INFL LINKED BD Mutual Fund	—	—	—	$2K	<0.1%