Spark DSO LLC's EIN is 84-4573892.
Download the official 2023 Form 5500 (PDF) for Spark DSO LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Spark DSO LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY FINANCIAL RESOURCES | 48-0409770 | TOPEKA, KS | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index | Common Collective Trusts | — | — | $2.5M | 14.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.5M | 14.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.3M | 13.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.0M | 12.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $876K | 5.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $726K | 4.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $559K | 3.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $534K | 3.2% | |
| Vanguard Total Bond Mkt Index | Mutual Funds | — | — | $494K | 2.9% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $339K | 2.0% | |
| MFS International Diversification | Mutual Funds | — | — | $300K | 1.8% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $234K | 1.4% | |
| Notes Receivable from Participants (Loans) Interest rates from 4.25% to 10.50% - | Bonds / Notes | — | — | $216K | 1.3% | |
| Insurance Contract Fixed Account – crediting interest rate of * Security Benefit Life Insurance Company 1.95% | Bonds / Notes | — | — | $204K | 1.2% | |
| MFS Value | Mutual Funds | — | — | $185K | 1.1% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $167K | 1.0% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $163K | 1.0% | |
| Vanguard Developed Mkts Index | Mutual Funds | — | — | $162K | 1.0% | |
| Janus Henderson Balanced | Mutual Funds | — | — | $149K | 0.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $100K | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $100K | 0.6% | |
| T Rowe Price Blue Chip Growth R | Mutual Funds | — | — | $93K | 0.5% | |
| Allspring Special Small Cap Value | Other securities | — | — | $81K | 0.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $79K | 0.5% | |
| DWS Rreef Real Estate Securities | Mutual Funds | — | — | $71K | 0.4% | |
| Blackrock Inflation protect Bond | U.S. Treasuries | — | — | $70K | 0.4% | |
| Janus Henderson Triton | Mutual Funds | — | — | $65K | 0.4% | |
| Blackrock High Yield | Other securities | — | — | $51K | 0.3% | |
| American Century Emerging Markets | Other securities | — | — | $23K | 0.1% | |
| Allspring Disciplined U.S. Core | Other securities | — | — | $20K | 0.1% | |
| Pimco Commodity Real Return | Mutual Funds | — | — | $8K | <0.1% | |
| Janus Henderson Flexible Bond | Mutual Funds | — | — | $7K | <0.1% | |
| JP Morgan US Small Company | Common Stocks | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
