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Original filing (PDF)20251014172333NAL0001700051001
SPINS LLC
Form 5500
FILING_RECEIVED
SPINS 401(K) PLAN
401(k) retirement plan
Active participants
419
Accounts w/ balance
576
Plan assets (EOY)
$39.4M
Net assets (EOY)
$39.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPINS LLC.
Plan sponsor
Name
SPINS LLC
EIN
90-0735560
Address
222 W. HUBBARD STREET, SUITE 300 · CHICAGO, IL · 60654
Phone
(312) 281-5100
Industry
Finance & Insurancesee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $76K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATURE RESOURCES CAPITAL MGMT | 20-8903071 | — | INVESTMENT ADVISORY PLAN | $128K | — |
Investments
29 direct securities · 1 pooled fund· $47.7M(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.
Uncategorized
$40.6M
29 holdings
Common Collective Trust
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | — | — | — | $8.6M | 21.8% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $7.0M | 17.9% | |
| Vanguard Growth Index | — | — | — | $6.1M | 15.6% | |
| Transamerica LifeGoal 2030 Fund | — | — | — | $3.8M | 9.7% | |
| DFA US Large Cap International | — | — | — | $3.3M | 8.5% | |
| Dimensional DFA Lg Cap Intl I | — | — | — | $2.6M | 6.5% | |
| TIAA-CREF Social Choice Bond Instl | — | — | — | $2.3M | 5.9% | |
| Transamerica Financial Life Ins. Co. Insurance company | — | — | — | $1.6M | 4.0% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $1.2M | 3.0% | |
| Transamerica LifeGoal 2040 Fund | — | — | — | $1.0M | 2.5% | |
| Vanguard Small Cap Value Index | — | — | — | $1.0M | 2.5% | |
| Vanguard Mid-Cap Value Index | — | — | — | $1.0M | 2.5% | |
| Transamerica LifeGoal 2050 Fund | — | — | — | $996K | 2.5% | |
| MassMutual MassMtl Infl-Prot and Inc I | — | — | — | $988K | 2.5% | |
| Mass Mutual Premier Inf-Prot and Inc | — | — | — | $988K | 2.5% | |
| Vanguard Small Cap Growth Index | — | — | — | $953K | 2.4% | |
| BlackRock High Yield Bond | — | — | — | $731K | 1.9% | |
| Fidelity Real Estate Index | — | — | — | $618K | 1.6% | |
| Transamerica LifeGoal 2025 Fund | — | — | — | $465K | 1.2% | |
| DFA Emerging Markets | — | — | — | $414K | 1.1% | |
| Transamerica LifeGoal 2035 Fund | — | — | — | $316K | 0.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $285K | 0.7% | |
| Participants 4.25% to 9.5%; maturing from 2025 through 2050 | — | — | — | $285K | 0.7% | |
| Vanguard LifeStrategy Income | — | — | — | $280K | 0.7% | |
| Transamerica LifeGoal Retirement Fund | — | — | — | $267K | 0.7% | |
| American Century Emerging Markets | — | — | — | $193K | 0.5% | |
| DFA Commodity Strategy | — | — | — | $185K | 0.5% | |
| Transamerica LifeGoal 2045 Fund | — | — | — | $137K | 0.3% | |
| Transamerica LifeGoal 2060 Fund | — | — | — | $39K | <0.1% | |
| Transamerica LifeGoal 2055 Fund | — | — | — | $4K | <0.1% |
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