· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPRING MOUNTAIN CAPITAL LP — SPRING MOUNTAIN CAPITAL LP 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603104852NAL0029415090001
SPRING MOUNTAIN CAPITAL LP
Form 5500-SF
FILING_RECEIVED
SPRING MOUNTAIN CAPITAL LP 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
33
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPRING MOUNTAIN CAPITAL LP
.
Find decision makers
Plan sponsor
Name
SPRING MOUNTAIN CAPITAL LP
EIN
13-4182076
Address
650 MADISON AVE, 20TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 292-7046
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
VINTAGE WEALTH ADVISORS
VINTAGE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN
$8.4M · 10 participants
SOLVCHEM, INC
SOLVCHEM, INC. 401K PLAN
$8.4M · 132 participants
LAKESIDE CAPITAL MANAGEMENT II, LLC
LCM 401(K)/PS PLAN
$8.4M · 14 participants
MARATHON DEVELOPMENT GROUP, LTD.
MARATHON DEVELOPMENT GROUP, LTD. 401(K) PROFIT SHARING PLAN
$8.4M · 8 participants
MERCED CAPITAL, L.P.
MERCED CAPITAL, L.P. RETIREMENT SAVING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.4M · 8 participants
HUNTLEIGH SECURITIES CORP.
HUNTLEIGH SECURITIES CORP. 401(K) PLAN
$8.4M · 57 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
