How big is Spencer N Enterprises' plan?

Spencer N Enterprises' plan reported $282K in assets for 2024.

Original filing (PDF)20250715052358NAL0003983202001

Spencer N Enterprises

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

Form 5500-SF

FILING_RECEIVED

Spencer N Enterprises 401(k) PSP & Trust

401(k) retirement plan · Spencer N Enterprises' Spencer N Enterprises 401(k) PSP & Trust reported $282K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

People on this filing

Kelly George signed Spencer N Enterprises' 2024 Form 5500 as plan administrator.

Kelly George — 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

Spencer N Enterprises' EIN is 20-0427669.

EIN 20-0427669

Plan number 001

Plan year 2024

ACK ID 20250715052358NAL0003983202001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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