Darlene Fourriel signed Spears Manufacturing Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spears Manufacturing Co.'s EIN is 95-2647135.
Download the official 2024 Form 5500 (PDF) for Spears Manufacturing Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spears Manufacturing Co.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund | Mutual Funds | — | — | $11.2M | 17.3% | |
| Fidelity Contrafund | Mutual Funds | — | $4.2M | $7.6M | 11.7% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | $6.5M | $6.6M | 10.1% | |
| Fidelity Government Money Market | Mutual Funds | — | $5.9M | $5.9M | 9.0% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | $4.3M | $4.5M | 7.0% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | $4.6M | $4.5M | 6.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | $2.4M | $3.5M | 5.4% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | $2.9M | $3.2M | 4.9% | |
| January 2030. -0- | Other securities | — | — | $2.3M | 3.5% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | $2.2M | $2.1M | 3.2% | |
| JP Morgan Equity Income | Other securities | — | $1.6M | $2.0M | 3.1% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | $1.5M | $1.7M | 2.6% | |
| PIMCO Total Return Institutional Class | Mutual Funds | — | $1.5M | $1.4M | 2.2% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | $1.3M | $1.2M | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | $1.1M | $1.0M | 1.6% | |
| Janus Henderson Enterprise | Mutual Funds | — | $981K | $1.0M | 1.6% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | $881K | $988K | 1.5% | |
| MFS Mid Cap Value | Mutual Funds | — | $589K | $595K | 0.9% | |
| Principal Diversified International Institutional | Other securities | — | $526K | $488K | 0.8% | |
| Fidelity International Index | Mutual Funds | — | $435K | $458K | 0.7% | |
| Fidelity Freedom Index Inc | Mutual Funds | — | $404K | $394K | 0.6% | |
| Fidelity Extended Market | Mutual Funds | — | $315K | $358K | 0.6% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | $311K | $349K | 0.5% | |
| Allspring Emerging Markets Equity | Other securities | — | $276K | $277K | 0.4% | |
| Glenmede Small Cap Equity Advantage | Other securities | — | $224K | $253K | 0.4% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | $132K | $121K | 0.2% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | $80K | $82K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
