Elvia Torres signed Spiritt Family Services' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spiritt Family Services' EIN is 95-2852683.
Download the official 2023 Form 5500 (PDF) for Spiritt Family Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Spiritt Family Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Strategic Asset Management Balanced Portfolio Mutual Fund | Other securities | — | — | $636K | 27.9% | |
| Principal Strategic Asset Management Conservative Mutual Fund | Other securities | — | — | $230K | 10.1% | |
| Principal LifeTime 2040 Fund Mutual Fund | Other securities | — | — | $201K | 8.8% | |
| Principal LifeTime 2055 Fund Mutual Fund | Other securities | — | — | $196K | 8.6% | |
| Principal LifeTime 2060 Fund Mutual Fund | Other securities | — | — | $149K | 6.5% | |
| Growth Portfolio T. Rowe Price/Brown Advisory LargeCap Growth Fund Mutual Fund 296 * Principal LargeCap S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $146K | 6.4% | |
| Principal LifeTime 2050 Fund Mutual Fund | Other securities | — | — | $136K | 6.0% | |
| Principal LifeTime 2045 Fund Mutual Fund | Other securities | — | — | $95K | 4.2% | |
| Fully benefit-responsive investment contracts * Symetra Flex Premium Plus Tax Sheltered Annuity 855 * Great American Financial Resources Tax Sheltered Annuity | Other securities | — | — | $64K | 2.8% | |
| Principal LifeTime 2030 Fund Mutual Fund | Other securities | — | — | $60K | 2.6% | |
| Balanced Portfolio * Principal Strategic Asset Management Conservative Mutual Fund | Other securities | — | — | $57K | 2.5% | |
| Principal LifeTime 2035 Fund Mutual Fund | Other securities | — | — | $55K | 2.4% | |
| from 2024 to 2028 | Other securities | — | — | $52K | 2.3% | |
| Principal LifeTime 2025 Fund Mutual Fund | Other securities | — | — | $42K | 1.9% | |
| Investments * Principal LifeTime Strategic Income Fund Mutual Fund 635 * Principal LifeTime 2020 Fund Mutual Fund | Other securities | — | — | $36K | 1.6% | |
| Principal LifeTime 2065 Fund Mutual Fund | Other securities | — | — | $9K | 0.4% | |
| Principal SmallCap S&P 600 Index Fund Mutual Fund | Common Collective Trusts | — | — | $7K | 0.3% | |
| Principal MidCap Growth Fund Mutual Fund | Other securities | — | — | $6K | 0.3% | |
| Growth Portfolio * Principal Strategic Asset Management Strategic Mutual Fund | Other securities | — | — | $5K | 0.2% | |
| Invesco Discovery Fund Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| ClearBridge International Growth Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Principal Inflation Protection Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY CONSULTANTS FINANCIAL SECU | 86-0936511 | — | OTHER SERVICES | $0 | — |
