Patrick McOmber signed New SPS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New SPS, LLC's EIN is 88-4227858.
Download the official 2024 Form 5500 (PDF) for New SPS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New SPS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | 45-5608425 | — | ADVISOR | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S * Fid Fdm Idx 2030 Ipr | Mutual Funds | — | $60K | $1.2M | 14.4% | |
| Fid Fdm Idx 2035 Ipr | Common Collective Trusts | — | $48K | $1.1M | 13.3% | |
| Fid Balanced | Mutual Funds | — | $36K | $1.1M | 12.5% | |
| Fid 500 Index | Common Collective Trusts | — | $4K | $903K | 10.7% | |
| Fid Fdm Idx 2040 Ipr | Common Collective Trusts | — | $20K | $496K | 5.9% | |
| Fid Fdm Idx 2055 Ipr | Common Collective Trusts | — | $21K | $454K | 5.4% | |
| Fid Fdm Idx 2050 Ipr | Common Collective Trusts | — | $15K | $382K | 4.5% | |
| with maturities through 2051 | Other securities | — | — | $361K | 4.3% | |
| Fid Blue Chip Gr | Mutual Funds | — | $2K | $343K | 4.1% | |
| Fid Fdm Idx 2025 Ipr | Common Collective Trusts | — | $17K | $320K | 3.8% | |
| COMMON COLLECTIVE TRUSTS Galliard Stable Return Fund C | Common Collective Trusts | — | $5K | $319K | 3.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $319K | 3.8% | |
| Fid Fdm Idx 2060 Ipr | Common Collective Trusts | — | $15K | $266K | 3.2% | |
| Fid Fdm Idx 2045 Ipr | Common Collective Trusts | — | $7K | $191K | 2.3% | |
| Fid Asset Mgr 85% | Mutual Funds | — | $6K | $157K | 1.9% | |
| Victory S Estb Val A | Other securities | — | $3K | $144K | 1.7% | |
| Fid Asset Mgr 30% | Mutual Funds | — | $11K | $133K | 1.6% | |
| Crln E Mid Cap Gr A | Other securities | — | $1K | $100K | 1.2% | |
| Bnym Dynamic Val I | Other securities | — | $1K | $58K | 0.7% | |
| Um Behavioral Val R4 632 | Other securities | — | — | $53K | 0.6% | |
| Fid Fdm Idx 2065 Ipr | Common Collective Trusts | — | $3K | $37K | 0.4% | |
| Ft Behav Sm-Cpeq Is 812 | Other securities | — | — | $37K | 0.4% | |
| Mfs Intl Growth R3 869 | Mutual Funds | — | — | $35K | 0.4% | |
| Br Hlth Sci Opp Svc 489 | Other securities | — | — | $31K | 0.4% | |
| Br Real Estate Sec A | Other securities | — | $2K | $25K | 0.3% | |
| Fid Fdm Idx 2020 Ipr | Common Collective Trusts | — | $2K | $24K | 0.3% | |
| Bnym Ww Growth I 320 | Other securities | — | — | $21K | 0.3% | |
| Am Cent Sm Cap Gr Iv 898 | Other securities | — | — | $19K | 0.2% | |
| Fid Mid Cap Idx 399 | Common Collective Trusts | — | — | $13K | 0.2% | |
| American Balanced R4 359 | Other securities | — | — | $12K | 0.1% | |
| Fh Total Rtn Bond R6 | Other securities | — | $1K | $11K | 0.1% | |
| Pim Rae Emrg Mkt I | Other securities | — | $1K | $10K | 0.1% | |
| Fid Intl Small Cap 313 | Mutual Funds | — | — | $10K | 0.1% | |
| Fid Sm Cap Idx 219 | Common Collective Trusts | — | — | $6K | <0.1% | |
| Fid Fdm Idx 2010 Ipr 437 | Common Collective Trusts | — | — | $6K | <0.1% | |
| Blkrk Adv Intl K 299 | Other securities | — | — | $6K | <0.1% | |
| Af Bond Fd Amer R6 458 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
