How big is Spire Inc.'s plan?

Spire Inc.'s plan reported $6.4M in assets and 132 participants for 2023.

Original filing (PDF)20240820150741NAL0002731265001

Spire Inc.

Name: Spire Inc. — Spire Global, Inc., 401(k) Plan, Form 5500 (2023)
Creator: Spire Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spire Global, Inc., 401(k) Plan

401(k) retirement plan · Spire Inc.'s Spire Global, Inc., 401(k) Plan held $6.4M in plan assets for 132 participants in 2023, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

132

Accounts w/ balance

139

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Dilyara Dzhabbarova signed Spire Inc.'s 2023 Form 5500 as plan administrator.

Dilyara Dzhabbarova — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spire Inc.'s EIN is 85-1276957.

EIN 85-1276957

Plan number 001

Plan year 2023

ACK ID 20240820150741NAL0002731265001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Spire Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Spire Inc.'s plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 57K (3% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

SPIRE INC

EIN

all filings

Address

233 SANSOME STREET, · 12TH FLOOR · SAN FRANCISCO, CA · 94104

Phone

(818) 997-7664

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-20

Pension benefit codes

2J · 401(k) feature

2E · Profit-sharing

2F · ERISA section 404(c)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Investments

32 direct securities · 1 pooled fund· $6.4M(100% of reported assets)

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.

Common Collective Trusts

$3.2M

11 holdings

Mutual Funds

$2.7M

14 holdings

Self-Directed Brokerage

$245K

2 holdings

Other securities

$233K

5 holdings

Common Collective Trust

$33K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.3M	20.1%
American Funds Target Date 2050 Fund Mutual fund	Mutual Funds	—	—	$595K	9.4%
American Funds Target Date 2055 Fund Mutual fund	Mutual Funds	—	—	$566K	8.9%
American Funds Target Date 2030 Fund Mutual fund	Mutual Funds	—	—	$565K	8.9%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$452K	7.1%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$433K	6.8%
Fidelity Mid-Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$337K	5.3%
American Funds Target Date 2060 Fund Mutual fund	Mutual Funds	—	—	$274K	4.3%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$241K	3.8%
Self Directed Brokerage Link Accounts Brokerage link accounts	Self-Directed Brokerage	—	—	$237K	3.7%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$218K	3.4%
American Funds Target Date 2020 Fund Mutual fund	Mutual Funds	—	—	$140K	2.2%
American Funds Target Date 2045 Fund Mutual fund	Mutual Funds	—	—	$122K	1.9%
American Funds Target Date 2035 Fund Mutual fund	Mutual Funds	—	—	$121K	1.9%
Fidelity Real Estate Index Fund Mutual fund	Common Collective Trusts	—	—	$98K	1.5%
JPMorgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$94K	1.5%
DFA Inflation Protected Securities Portfolio Mutual fund	Mutual Funds	—	—	$86K	1.4%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$60K	0.9%
American Funds Target Date 2025 Fund Mutual fund	Mutual Funds	—	—	$56K	0.9%
maturing through 2028	Other securities	—	—	$54K	0.9%
American Funds Target Date 2040 Fund Mutual fund	Mutual Funds	—	—	$46K	0.7%
Fidelity Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$44K	0.7%
American Funds New World Fund Mutual fund	Mutual Funds	—	—	$37K	0.6%
Massachusetts Financial Services International Diversification Fund Mutual fund	Other securities	—	—	$36K	0.6%
Fidelity Managed Income Portfolio Common/collective trust	Common Collective Trusts	—	—	$33K	0.5%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$33K	0.5%
Fidelity Mid-Cap Stock Fund Mutual fund	Mutual Funds	—	—	$31K	0.5%
Goldman U.S. Mortgages Fund Mutual fund	Other securities	—	—	$30K	0.5%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$26K	0.4%
Parnassus Core Equity Fund Mutual fund	Other securities	—	—	$18K	0.3%
Fidelity Short-Term Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$9K	0.1%
Self Directed Brokerage Link Accounts Brokerage link accounts	Self-Directed Brokerage	—	—	$8K	0.1%
DFA Commodity Strategy Fund Mutual fund	Mutual Funds	—	—	$6K	<0.1%