How big is Spruce Mortgage, Inc.'s plan?

Spruce Mortgage, Inc.'s plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250417112011NAL0001636432001

Spruce Mortgage, Inc.

Name: Spruce Mortgage, Inc. — Spruce Mortgage, Inc. 401(k), Form 5500 (2024)
Creator: Spruce Mortgage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spruce Mortgage, Inc. 401(k) Plan

401(k) retirement plan · Spruce Mortgage, Inc.'s Spruce Mortgage, Inc. 401(k) Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Julie Richards signed Spruce Mortgage, Inc.'s 2024 Form 5500 as plan administrator.

Julie Richards — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spruce Mortgage, Inc.'s EIN is 03-0346468.

EIN 03-0346468

Plan number 001

Plan year 2024

ACK ID 20250417112011NAL0001636432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spruce Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spruce Mortgage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPRUCE MORTGAGE, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off