Maria PAZ signed Spruce Grove, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spruce Grove, Inc.'s EIN is 95-2305652.
Download the official 2024 Form 5500 (PDF) for Spruce Grove, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spruce Grove, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR BALANCED Z | Registered Investment Companies | — | — | $2.1M | 33.4% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $586K | 9.4% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $358K | 5.7% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $344K | 5.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $285K | 4.5% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $195K | 3.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $192K | 3.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $186K | 3.0% | |
| NEU REAL ESTATE - R6 | Registered Investment Companies | — | — | $173K | 2.8% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $161K | 2.6% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $152K | 2.4% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $128K | 2.0% | |
| LOOMIS SAYLES STRAT INC - N | Registered Investment Companies | — | — | $120K | 1.9% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $110K | 1.8% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $110K | 1.8% | |
| FID ADVISOR NEW INSIGHTS Z | Registered Investment Companies | — | — | $106K | 1.7% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $105K | 1.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $104K | 1.7% | |
| NEU LARGE CAP VALUE - R6 | Registered Investment Companies | — | — | $102K | 1.6% | |
| FIRST EAGLE OVERSEAS R6 | Registered Investment Companies | — | — | $79K | 1.3% | |
| JANUS HEND MID CAP VALUE FD N | Registered Investment Companies | — | — | $74K | 1.2% | |
| CLEARBRIDGE DIV STRAT IS | Registered Investment Companies | — | — | $66K | 1.1% | |
| BLACKROCK ADV LARGE CAP INSTL | Registered Investment Companies | — | — | $64K | 1.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $64K | 1.0% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $58K | 0.9% | |
| MFS GLOBAL TOTAL RETURN R6 | Registered Investment Companies | — | — | $56K | 0.9% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $35K | 0.6% | |
| PIMCO LOW DURATION FUND - INST | Registered Investment Companies | — | — | $25K | 0.4% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $14K | 0.2% | |
| JANHEN SMALL CAP VALUE FD - N | Registered Investment Companies | — | — | $2K | <0.1% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $27K |
| — |
