Angela Croston signed SP Holding Enterprises Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SP Holding Enterprises Corp.'s EIN is 87-0559538.
Download the official 2024 Form 5500 (PDF) for SP Holding Enterprises Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SP Holding Enterprises Corp.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT INC | 30-0282430 | — | ADVISOR | $30K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Class 16,619 | Common Collective Trusts | — | — | $8.0M | 10.9% | |
| Vanguard Growth Index Fund Institutional Shares 34,378 | Common Collective Trusts | — | — | $7.3M | 10.0% | |
| Vanguard Target Retirement 2045 209,585 | Mutual Funds | — | — | $6.2M | 8.5% | |
| Vanguard Target Retirement 2040 119,446 | Mutual Funds | — | — | $5.2M | 7.1% | |
| Vanguard Target Retirement 2050 92,660 | Mutual Funds | — | — | $4.6M | 6.3% | |
| Vanguard Target Retirement 2055 82,143 | Mutual Funds | — | — | $4.6M | 6.3% | |
| Vanguard Target Retirement 2035 182,894 | Mutual Funds | — | — | $4.4M | 6.0% | |
| Vanguard Balanced Index Fund Admiral Shares 90,195 | Common Collective Trusts | — | — | $4.4M | 6.0% | |
| Vanguard Target Retirement 2030 103,283 | Mutual Funds | — | — | $3.9M | 5.4% | |
| Fidelity Extended Market Index Fund 33,933 | Common Collective Trusts | — | — | $3.1M | 4.2% | |
| Vanguard Value Index Fund Admiral Shares 42,417 | Common Collective Trusts | — | — | $2.8M | 3.8% | |
| Vanguard Prime Money Market Fund 2,783,447 ** $ | Mutual Funds | — | — | $2.8M | 3.8% | |
| Vanguard Target Retirement 2025 127,002 | Mutual Funds | — | — | $2.4M | 3.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral 21,680 | Common Collective Trusts | — | — | $2.4M | 3.3% | |
| Vanguard Developed Markets Index Fund Admiral Shares 150,386 | Common Collective Trusts | — | — | $2.3M | 3.2% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class 41,578 | Mutual Funds | — | — | $1.4M | 2.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 143,682 | Common Collective Trusts | — | — | $1.4M | 1.9% | |
| Vanguard Target Retirement Income Fund 89,337 | Mutual Funds | — | — | $1.2M | 1.6% | |
| Vanguard Target Retirement 2060 17,032 | Mutual Funds | — | — | $873K | 1.2% | |
| Vanguard REIT Index Fund Admiral Shares 5,928 | Common Collective Trusts | — | — | $749K | 1.0% | |
| Vanguard Target Retirement 2020 25,956 | Mutual Funds | — | — | $687K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares 29,621 | Mutual Funds | — | — | $667K | 0.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares 17,264 | Common Collective Trusts | — | — | $635K | 0.9% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $620K | 0.9% | |
| Vanguard Target Retirement 2065 12,450 | Mutual Funds | — | — | $419K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
