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Original filing (PDF)20250925160945NAL0003637619001
SPIVEY SERVICE CORP.
Form 5500
FILING_RECEIVED
SPIVEY RENTALS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
105
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Bond Mk Index Adm Registered Investment Company" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIVEY SERVICE CORP..
Plan sponsor
Name
SPIVEY SERVICE CORP.
EIN
93-1650701
Address
1630 WEST PEMBROKE AVENUE · HAMPTON, VA · 23661
Phone
(757) 722-2533
Industry
Utilitiessee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $2.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Mk Index Adm Registered Investment Company | — | — | — | $596K | 26.2% | |
| Vanguard Federal Money Market Money Market | — | — | — | $459K | 20.1% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $263K | 11.6% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $141K | 6.2% | |
| Vanguard Growth Index Adm Registered Investment Company | — | — | — | $133K | 5.8% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $119K | 5.2% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $78K | 3.4% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $69K | 3.0% | |
| Vanguard Value Idx Adm Registered Investment Company | — | — | — | $68K | 3.0% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $58K | 2.5% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $47K | 2.1% | |
| Vanguard Ext. Market Idx Adm Registered Investment Company | — | — | — | $47K | 2.0% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $31K | 1.3% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $12K | 0.5% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $12K | 0.5% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $1K | <0.1% |
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