Jim Kirkpatrick signed Spinrite Intermediate Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spinrite Intermediate Holdings' EIN is 98-1027632.
Download the official 2024 Form 5500 (PDF) for Spinrite Intermediate Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spinrite Intermediate Holdings' 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $1.5M | 20.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 13.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $812K | 10.7% | |
| American Funds The Growth Fund of AmericaClass R-6 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $418K | 5.5% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $390K | 5.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $328K | 4.3% | |
| PGIM Total Return Bond Fund -Class Z Mutual Fund | Other securities | — | — | $193K | 2.5% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $160K | 2.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $156K | 2.1% | |
| Templeton Global Bond Fund Advisor Class Mutual Fund | Mutual Funds | — | — | $142K | 1.9% | |
| American Funds American Mutual Fund ClassR-6 Mutual Fund | Mutual Funds | — | — | $142K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $128K | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $124K | 1.6% | |
| PRIMECAP Odyssey Growth Fund Mutual Fund | Mutual Funds | — | — | $116K | 1.5% | |
| Principal MidCap Fund Institutional Class Mutual Fund | Other securities | — | — | $101K | 1.3% | |
| Janus Henderson Triton Fund Class I Mutual Fund | Mutual Funds | — | — | $77K | 1.0% | |
| PIMCO Real Return Fund Class I-2 Mutual Fund | Mutual Funds | — | — | $64K | 0.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $61K | 0.8% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $50K | 0.7% | |
| Undiscovered Managers Behavioral Value FundClass L Mutual Fund | Other securities | — | — | $35K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $33K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $17K | 0.2% | |
| Invesco Oppenheimer International Growth FundClass Y Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| First Eagle Overseas Fund Class I Mutual Fund | Other securities | — | — | $9K | 0.1% | |
| Virtus SGA Emerging Markets Equity Fund Class I Mutual Fund | Other securities | — | — | $8K | 0.1% | |
| American Funds New World Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Nicholas Equity Income Fund Class I Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
