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Original filing (PDF)20250729152746NAL0005032960001
SPADA PROPERTIES, INC.
Form 5500
FILING_RECEIVED
SPADA PROPERTIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
430
Accounts w/ balance
130
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPADA PROPERTIES, INC..
Plan sponsor
Name
SPADA PROPERTIES, INC.
EIN
93-0550021
Address
8448 NE 33RD DR, STE 100 · PORTLAND, OR · 97211
Phone
(503) 288-8300
Industry
Wholesale Tradesee 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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
Investments
21 direct securities · 1 pooled fund· $4.1M(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
$4.1M
21 holdings
Common Collective Trust
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2030 Fund Shares of registered investment companies | — | — | — | $702K | 17.0% | |
| Nuveen Lifecycle Index 2015 Fund Shares of registered investment companies 65 TIAA-CREF Lifecycle Index 2025 Fund Shares of registered investment companies | — | — | — | $678K | 16.4% | |
| TIAA-CREF Lifecycle Index 2035 Fund Shares of registered investment companies | — | — | — | $623K | 15.1% | |
| TIAA-CREF Lifecycle Index 2055 Fund Shares of registered investment companies | — | — | — | $598K | 14.5% | |
| TIAA-CREF Lifecycle Index 2040 Fund Shares of registered investment companies | — | — | — | $490K | 11.8% | |
| TIAA-CREF Lifecycle Index 2045 Fund Shares of registered investment companies | — | — | — | $312K | 7.5% | |
| TIAA-CREF Lifecycle Index 2060 Fund Shares of registered investment companies | — | — | — | $166K | 4.0% | |
| Vanguard 500 Index Fund Shares of registered investment companies | — | — | — | $145K | 3.5% | |
| TIAA-CREF Lifecycle Index 2050 Fund Shares of registered investment companies | — | — | — | $113K | 2.7% | |
| T Rowe Price Large-Cap Growth Fund Shares of registered investment companies | — | — | — | $104K | 2.5% | |
| JPMorgan Equity Income Fund Shares of registered investment companies | — | — | — | $55K | 1.3% | |
| Goldman Sachs GQG Partners International Opportunities Fund Shares of registered investment companies | — | — | — | $35K | 0.9% | |
| Vanguard Extended Market Index Fund Shares of registered investment companies | — | — | — | $30K | 0.7% | |
| JPMorgan Small Cap Equity Fund Shares of registered investment companies | — | — | — | $26K | 0.6% | |
| TIAA-CREF Lifecycle Index 2065 Fund Shares of registered investment companies | — | — | — | $18K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Shares of registered investment companies | — | — | — | $13K | 0.3% | |
| Goldman Sachs Stbl Val COL Tr Collective trust fund | — | — | — | $11K | 0.3% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $10K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund Shares of registered investment companies | — | — | — | $9K | 0.2% | |
| Fidelity International Index Fund Shares of registered investment companies | — | — | — | $4K | 0.1% | |
| Baird Core Plus Bond Fund Shares of registered investment companies 966 Vanguard Inflation-Protected Securities Fund Shares of registered investment companies | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Shares of registered investment companies | — | — | — | $3K | <0.1% |
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