Original filing (PDF)20240613144030NAL0030840097001

SPENCER & ASSOCIATES LLC

Name: SPENCER & ASSOCIATES LLC — SPENCER & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SPENCER & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

SPENCER & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$894K

Net assets (EOY)

$894K

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 (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SPENCER & ASSOCIATES LLC

EIN

20-2833892all filings

Address

414 EAGLE ROCK AVE STE 305 · WEST ORANGE, NJ · 07052

Phone

(973) 731-2161

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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