Tahnya Shafer signed Spokane Industries, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spokane Industries, Inc.'s EIN is 91-0572717.
Download the official 2023 Form 5500 (PDF) for Spokane Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Spokane Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $75 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF GRTH FUND AMER R4 | Mutual Funds | — | — | $815K | 13.5% | |
| American Funds AF WASH MUT INV R4 | Mutual Funds | — | — | $720K | 11.9% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | — | $686K | 11.3% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | — | $503K | 8.3% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | — | $468K | 7.7% | |
| Fidelity FID BLUE CHIP GR | Mutual Funds | — | — | $345K | 5.7% | |
| American Funds AMER NEW PERSPECT R4 | Mutual Funds | — | — | $296K | 4.9% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $276K | 4.6% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | — | $259K | 4.3% | |
| Fidelity FID PURITAN | Mutual Funds | — | — | $245K | 4.0% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | — | $197K | 3.2% | |
| Loomis Sayles LOOMIS CORE PL BD Y | Other securities | — | — | $183K | 3.0% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $154K | 2.5% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | — | $150K | 2.5% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | — | $128K | 2.1% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | — | $85K | 1.4% | |
| with maturities through 2028. | Other securities | — | — | $83K | 1.4% | |
| Fidelity FID LOW PRICED STK | Mutual Funds | — | — | $77K | 1.3% | |
| Fidelity GOVT INCOME | Mutual Funds | — | — | $62K | 1.0% | |
| Baron ASSET FUND | Other securities | — | — | $56K | 0.9% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | — | $54K | 0.9% | |
| Conestoga SM CAP INV | Other securities | — | — | $52K | 0.9% | |
| Interest bearing cash Fidelity Government Money Market Fund | Mutual Funds | — | — | $28K | 0.5% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | — | $25K | 0.4% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $24K | 0.4% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $19K | 0.3% | |
| Fidelity FID HIGH INCOME | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity FID FREEDOM 2065 | Mutual Funds | — | — | $17K | 0.3% | |
| Invesco INVS DEVELOP MKT A | Mutual Funds | — | — | $15K | 0.3% | |
| Virtus VRTS NFJ SC VAL ADM | Other securities | — | — | $8K | 0.1% | |
| Victory S ESTB VAL I | Other securities | — | — | $7K | 0.1% | |
| Principal PIF SMALL CAP R4 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
