Spence Martin Partners 401(k) Plan
What public Form 5500 filings show about the Spence Martin Partners 401(k) plan — and how to find and check your own account.
The Spence Martin Partners 401(k) on its latest Form 5500
Spence Martin Partners (EIN 20-4799282) reports SPENCE MARTIN PARTNERS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.9M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Spence Martin Partners filing — schedules, fees, and providers.
Who runs the Spence Martin Partners 401(k)?
Spence Martin Partners’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Spence Martin PartnersHR for the recordkeeper’s name and login.
How to check your Spence Martin Partners 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Spence Martin Partners HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).