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Original filing (PDF)20251008195423NAL0009978544001
SPRIG ELECTRIC
Form 5500
FILING_RECEIVED
SPRIG ELECTRIC 401(K) PLAN
401(k) retirement plan
Active participants
152
Accounts w/ balance
217
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRIG ELECTRIC.
Plan sponsor
Name
SPRIG ELECTRIC
EIN
94-2217239
Address
1860 SOUTH 10TH STREET · SAN JOSE, CA · 95112
Phone
(408) 298-3134
Industry
Electrical Contractors· Constructionsee 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
2025-10-08
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | INVESTMENT ADVISOR | $44K | — |
Investments
31 direct securities · 1 pooled fund· $24.6M(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
$24.5M
31 holdings
Common Collective Trust
$163K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $3.8M | 15.3% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $3.4M | 14.0% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $3.0M | 12.3% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.9M | 7.7% | |
| AMERICAN FUNDS 2010 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.7M | 6.7% | |
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.6M | 6.4% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.4M | 5.6% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $1.1M | 4.5% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $979K | 4.0% | |
| AMERICAN FUNDS AMCAP R6 Registered Investment Company | — | — | — | $721K | 2.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Registered Investment Company | — | — | — | $647K | 2.6% | |
| various maturity dates through March 2039 - | — | — | — | $523K | 2.1% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $496K | 2.0% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $487K | 2.0% | |
| AMERICAN FUNDS INFLATION LINKED BD FD R6 Registered Investment Company | — | — | — | $439K | 1.8% | |
| AMERICAN FUNDS 2015 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $392K | 1.6% | |
| AMERICAN FUNDS INVMT CO OF AMERICA R6 Registered Investment Company | — | — | — | $347K | 1.4% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 Registered Investment Company | — | — | — | $299K | 1.2% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered Investment Company | — | — | — | $199K | 0.8% | |
| AMERICAN FUNDS US GOVERNMENT SEC R6 Registered Investment Company | — | — | — | $189K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $183K | 0.7% | |
| EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $163K | 0.7% | |
| PRINCIPAL GLOBAL REAL ESTATE SEC R6 Registered Investment Company | — | — | — | $137K | 0.6% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $131K | 0.5% | |
| AMERICAN FUNDS 2065 TARGET DATE FUND R6 Registered Investment Company | — | — | — | $118K | 0.5% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $109K | 0.4% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R6 Money Market Fund | — | — | — | $69K | 0.3% | |
| AMERICAN FUNDS INTERM BD FD OF AMER R6 Registered Investment Company | — | — | — | $51K | 0.2% | |
| PGIM HIGH-YIELD R6 Registered Investment Company | — | — | — | $26K | 0.1% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Registered Investment Company | — | — | — | $21K | <0.1% | |
| HARTFORD SCHRODERS INTL MULTI CP VAL SDR Registered Investment Company | — | — | — | $20K | <0.1% | |
| AMERICAN FUNDS CAPITAL WORLD BOND R6 Registered Investment Company | — | — | — | $17K | <0.1% |
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