KIM R Henry signed SPEC Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPEC Services, Inc.'s EIN is 95-3672375.
Download the official 2024 Form 5500 (PDF) for SPEC Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPEC Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Large Cap Growth Fund | Other securities | — | — | $13.1M | 12.6% | |
| NEW YORK LIFE INS CO ANCHOR ACCOUNT NEW YORK LIFE (NOT INSURANCE FUND) · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $13.0M | 12.5% | |
| Vanguard Institutional Index Fund Institutional Shares Fund | Common Collective Trusts | — | — | $12.4M | 12.0% | |
| Vanguard Total Stock Market Admiral Index Fund | Common Collective Trusts | — | — | $10.9M | 10.5% | |
| JP Morgan JPMorgan Core Bond Fund | Other securities | — | — | $9.0M | 8.6% | |
| Invesco Comstock Fund | Mutual Funds | — | — | $8.5M | 8.2% | |
| Fidelity Investments Fidelity Advisor Technology Fund | Mutual Funds | — | — | $6.4M | 6.2% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $3.6M | 3.5% | |
| Registered Investment Companies American Beacon American Beacon Small Cap Value Fund | Other securities | — | — | $2.9M | 2.8% | |
| Victory Funds Victory Sycamore Established Value Fund | Other securities | — | — | $2.7M | 2.6% | |
| Emerald Mutual Funds Emerald Growth Fund Institutional Class Fund | Other securities | — | — | $2.7M | 2.5% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $2.3M | 2.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 2.1% | |
| Fidelity Investments Fidelity Diversified International Fund | Mutual Funds | — | — | $2.1M | 2.0% | |
| Fidelity Investments Fidelity Advisor Energy Fund | Mutual Funds | — | — | $1.8M | 1.7% | |
| Fidelity Investments Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| Fidelity Investments Fidelity Advisor Health Care Fund | Mutual Funds | — | — | $1.2M | 1.2% | |
| Fidelity Investments Fidelity Advisor Emerging Asia Fund | Mutual Funds | — | — | $963K | 0.9% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 3.75% - 9.00% - | Bonds / Notes | — | — | $717K | 0.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $670K | 0.6% | |
| Davis Funds Davis Financial Fund | Other securities | — | — | $624K | 0.6% | |
| Vanguard Total Bond Market Index Admiral ** 55 Vanguard Target Retirement 2020 Fund ** 55 Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $459K | 0.4% | |
| DRIEHAUS EMERGING MARKETS GRWTH CIT RELIANCE TRUST CT OR SVF · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $212K | 0.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $126K | 0.1% | |
| PGIM Real Estate Global Real Estate Fund | Other securities | — | — | $124K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2040 Fund ** 73 Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
