How big is Edward H. Spencer, Inc.'s plan?

Edward H. Spencer, Inc.'s plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250915133511NAL0001023841001

Edward H. Spencer, Inc.

Name: Edward H. Spencer, Inc. — Edward H. Spencer, Inc., Form 5500 (2024)
Creator: Edward H. Spencer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward H. Spencer, Inc. 401(k) Plan and Trust

401(k) retirement plan · Edward H. Spencer, Inc.'s Edward H. Spencer, Inc. 401(k) Plan and Trust held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jeffrey A. Spencer signed Edward H. Spencer, Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey A. Spencer — 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

Edward H. Spencer, Inc.'s EIN is 04-2128934.

EIN 04-2128934

Plan number 001

Plan year 2024

ACK ID 20250915133511NAL0001023841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edward H. Spencer, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

EDWARD H. SPENCER, INC.

EIN

all filings

Address

764 MAIN STREET, P.O. BOX 880 · WARREN, MA · 01083

Phone

(413) 436-7721

Industry

Retail Trade

Plan administrator