DANI Crane signed Spatco Energy Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spatco Energy Solutions, LLC's EIN is 84-3846075.
Download the official 2024 Form 5500 (PDF) for Spatco Energy Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spatco Energy Solutions, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP TARGET TR 2030 G T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $5.1M | 13.3% | |
| TRP TARGET TR 2040 G T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $4.1M | 10.7% | |
| TRP TARGET TR 2035 G T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $4.0M | 10.6% | |
| TRP TARGET TR 2045 G T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $3.4M | 8.9% | |
| TRP TARGET TR 2025 G T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $3.0M | 7.9% | |
| TRP TARGET TR 2050 G T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.3% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.9% | |
| TRP TARGET TR 2015 G T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $2.1M | 5.5% | |
| TRP TARGET TR 2055 G T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.2% | |
| TRP TARGET TR 2060 G T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.2% | |
| JP Morgan JPM US EQUITY R6 | Mutual Funds | — | — | $1.2M | 3.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $1.1M | 3.0% | |
| maturing through May 2031 | Other securities | — | — | $854K | 2.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $725K | 1.9% | |
| JP Morgan JPM SMALL CAP EQ R5 | Other securities | — | — | $701K | 1.8% | |
| TRP TARGET TR 2020 G T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $535K | 1.4% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $490K | 1.3% | |
| Blackrock BLKRK EQUITY DIV I | Other securities | — | — | $469K | 1.2% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $287K | 0.8% | |
| JP Morgan JPM MIDCAP VALUE L | Other securities | — | — | $243K | 0.6% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $239K | 0.6% | |
| T. Rowe Price TRP OVERSEAS STOCK | Other securities | — | — | $222K | 0.6% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | — | $111K | 0.3% | |
| Fidelity FA STRAT INCOME I | Mutual Funds | — | — | $94K | 0.2% | |
| TRP TARGET TR 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $61K | 0.2% | |
| Fidelity I O INTL GROWTH Y | Mutual Funds | — | — | $52K | 0.1% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $48K | 0.1% | |
| JP Morgan JPM CORE BOND R6 | Other securities | — | — | $24K | <0.1% | |
| Principal PIF DVRSD REAL AST I | Other securities | — | — | $8K | <0.1% | |
| MFS INTL DIVRSN R3 | Mutual Funds | — | — | $6K | <0.1% | |
| TRP TARGET TR 2005 G T. ROWE PRICE TRUST COMPANY · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
