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Original filing (PDF)20250306081958NAL0019992482001

SPREETAIL, LLC

Form 5500
FILING_RECEIVED
SPREETAIL 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.7 moNo recordkeeper disclosed
Active participants
623
Accounts w/ balance
530
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
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
85
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Filed 3.7 months past the 10.5-month grace window.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPREETAIL, LLC.
Plan sponsor
Name
SPREETAIL, LLC
EIN
20-2898162
Address
2021 TRANSFORMATION DRIVE STE. 2500 · LINCOLN, NE · 68508
Phone
(402) 875-5457
Industry
Retail Tradesee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-03-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
FORUSALL, INC.46-1803145SAN CARLOS, CAADMINISTATOR$22K
AT RETIREMENT SERVICES, LLC83-3455979DUBUQUE, IAN/A$19K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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