Robin Oxley Marquardt signed Spotnana Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spotnana Technology, Inc.'s EIN is 84-2924335.
Download the official 2024 Form 5500 (PDF) for Spotnana Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spotnana Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 Mutual Fund | Common Collective Trusts | — | — | $1.3M | 15.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.2M | 14.4% | |
| FID FDM IDX 2040 Mutual Fund | Common Collective Trusts | — | — | $1.2M | 14.0% | |
| FID FDM IDX 2055 Mutual Fund | Common Collective Trusts | — | — | $1.1M | 13.0% | |
| FID FDM IDX 2050 Mutual Fund | Common Collective Trusts | — | — | $672K | 8.0% | |
| FID FDM IDX 2060 Mutual Fund | Common Collective Trusts | — | — | $515K | 6.1% | |
| FID TOTAL MKT Mutual Fund | Mutual Funds | — | — | $465K | 5.5% | |
| FID LG CAP GR Mutual Fund | Mutual Funds | — | — | $289K | 3.4% | |
| FID FDM IDX 2030 Mutual Fund | Common Collective Trusts | — | — | $284K | 3.4% | |
| FID FDM IDX 2035 Mutual Fund | Common Collective Trusts | — | — | $230K | 2.7% | |
| PUTN LG CAP VAL Mutual Fund | Other securities | — | — | $142K | 1.7% | |
| Participant loans Rates from 8.75% to 9.50% - 0 - | Bonds / Notes | — | — | $139K | 1.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $129K | 1.5% | |
| MFS INTL EQUITY Mutual Fund | Mutual Funds | — | — | $123K | 1.5% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $109K | 1.3% | |
| FID FDM IDX 2065 Mutual Fund | Common Collective Trusts | — | — | $100K | 1.2% | |
| PGIM HIGH YIELD Mutual Fund | Other securities | — | — | $74K | 0.9% | |
| JPM MID CAP GRTH Mutual Fund | Other securities | — | — | $61K | 0.7% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $37K | 0.4% | |
| PIM RAE US SM I Mutual Fund | Other securities | — | — | $28K | 0.3% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $24K | 0.3% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $22K | 0.3% | |
| FID FDM IDX 2020 Mutual Fund | Common Collective Trusts | — | — | $22K | 0.3% | |
| FID EMRG MKTS IDX Mutual Fund | Common Collective Trusts | — | — | $19K | 0.2% | |
| AF BOND FD AMER Mutual Fund | Other securities | — | — | $15K | 0.2% | |
| C&S INST REALTY SHS Mutual Fund | Common Stocks | — | — | $14K | 0.2% | |
| FID INTL BOND INDEX Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| BUFFALO SM CAP INST Mutual Fund | Other securities | — | — | $9K | 0.1% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| PIF MID CAP VALUE Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| AF INFL LINKED BD Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
