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Original filing (PDF)20251015123145NAL0006082304001
SPINRITE INTERMEDIATE HOLDINGS
Form 5500
FILING_RECEIVED
SPINRITE INTERMEDIATE HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
266
Accounts w/ balance
418
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPINRITE INTERMEDIATE HOLDINGS.
Plan sponsor
Name
SPINRITE INTERMEDIATE HOLDINGS
EIN
98-1027632
Address
1481 W 2ND ST · WASHINGTON, NC · 278894157
Phone
(252) 833-4970
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUSSON & JOHNSTON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $36K | — |
Investments
28 direct securities · 1 pooled fund· $7.6M(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
$6.9M
28 holdings
Common Collective Trust
$714K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $1.5M | 20.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.0M | 13.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $812K | 10.7% | |
| American Funds The Growth Fund of AmericaClass R-6 Mutual Fund | — | — | — | $717K | 9.5% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $714K | 9.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $418K | 5.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $390K | 5.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $328K | 4.3% | |
| PGIM Total Return Bond Fund -Class Z Mutual Fund | — | — | — | $193K | 2.5% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $160K | 2.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $156K | 2.1% | |
| Templeton Global Bond Fund Advisor Class Mutual Fund | — | — | — | $142K | 1.9% | |
| American Funds American Mutual Fund ClassR-6 Mutual Fund | — | — | — | $142K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $128K | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $124K | 1.6% | |
| PRIMECAP Odyssey Growth Fund Mutual Fund | — | — | — | $116K | 1.5% | |
| Principal MidCap Fund Institutional Class Mutual Fund | — | — | — | $101K | 1.3% | |
| Janus Henderson Triton Fund Class I Mutual Fund | — | — | — | $77K | 1.0% | |
| PIMCO Real Return Fund Class I-2 Mutual Fund | — | — | — | $64K | 0.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $61K | 0.8% | |
| Dodge & Cox International Stock Fund Mutual Fund | — | — | — | $50K | 0.7% | |
| Undiscovered Managers Behavioral Value FundClass L Mutual Fund | — | — | — | $35K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $33K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $17K | 0.2% | |
| Invesco Oppenheimer International Growth FundClass Y Mutual Fund | — | — | — | $14K | 0.2% | |
| First Eagle Overseas Fund Class I Mutual Fund | — | — | — | $9K | 0.1% | |
| Virtus SGA Emerging Markets Equity Fund Class I Mutual Fund | — | — | — | $8K | 0.1% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $3K | <0.1% | |
| Nicholas Equity Income Fund Class I Mutual Fund | — | — | — | $1K | <0.1% |
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