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Original filing (PDF)20251015112736NAL0002216003001
CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS
Form 5500
FILING_RECEIVED
CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
107
Accounts w/ balance
78
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS.
Plan sponsor
Name
CHALMERS DEVELOPMENT CORPORATION DBA SPIRE INTEGRATED SOLUTIONS
EIN
88-0375501
Address
7936 FOREST CITY ROAD · ORLANDO, FL · 32810
Phone
(402) 344-4200
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BKHM, P.A
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $716 | — |
Investments
22 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Targe Date Retire R6 Mutual Fund | — | — | — | $722K | 17.7% | |
| American Funds 2035 Targe Date Retire R6 Mutual Fund | — | — | — | $619K | 15.1% | |
| American Funds 2040 Targe Date Retire R6 Mutual Fund | — | — | — | $502K | 12.3% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $443K | 10.8% | |
| American Funds 2025 Targe Date Retire R6 Mutual Fund | — | — | — | $348K | 8.5% | |
| American Funds 2045 Targe Date Retire R6 Mutual Fund | — | — | — | $302K | 7.4% | |
| American Funds 2055 Targe Date Retire R6 Mutual Fund | — | — | — | $259K | 6.3% | |
| American Funds 2020 Targe Date Retire R6 Mutual Fund | — | — | — | $252K | 6.2% | |
| American Funds 2050 Targe Date Retire R6 Mutual Fund | — | — | — | $223K | 5.4% | |
| Participant Loans: Interest rate = 3.25% - 8.50% | — | — | — | $80K | 2.0% | |
| American Funds 2015 Targe Date Retire R6 Mutual Fund | — | — | — | $75K | 1.8% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $59K | 1.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $51K | 1.2% | |
| BlackRock Core Bond K Mutual Fund | — | — | — | $36K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $34K | 0.8% | |
| EI Fixed Account - Series Class III Fixed Annuities | — | — | — | $28K | 0.7% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $24K | 0.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $11K | 0.3% | |
| MFS Value R6 Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Small Cap Grwth Idx Admiral Mutual Fund | — | — | — | $5K | 0.1% | |
| BlackRock Inflation Protected Bond K Mutual Fund | — | — | — | $5K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $1K | <0.1% |