How big is Spencer Organ Co.'s plan?

Spencer Organ Co.'s plan reported $553K in assets and 7 participants for 2024.

Original filing (PDF)20250620171215NAL0002444099001

Spencer Organ Co.

Name: Spencer Organ Co. — Spencer Organ Co. 401(k) Plan, Form 5500 (2024)
Creator: Spencer Organ Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer Organ Co. 401(k) Plan

401(k) retirement plan · Spencer Organ Co.'s Spencer Organ Co. 401(k) Plan held $553K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

Plan identifiers

Spencer Organ Co.'s EIN is 04-3240892.

EIN 04-3240892

Plan number 001

Plan year 2024

ACK ID 20250620171215NAL0002444099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spencer Organ Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spencer Organ Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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