Original filing (PDF)20250502085058NAL0003111427001

JERRY SPIEGEL ASSOCIATES INC.

Name: JERRY SPIEGEL ASSOCIATES INC. — JERRY SPIEGEL ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JERRY SPIEGEL ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

JERRY SPIEGEL ASSOCIATES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JERRY SPIEGEL ASSOCIATES INC..

Plan sponsor

Name

JERRY SPIEGEL ASSOCIATES INC.

EIN