How big is Spooner, Inc.'s plan?

Spooner, Inc.'s plan reported $17.7M in assets and 552 participants for 2024.

Original filing (PDF)20250804124813NAL0000962321001

Spooner, Inc.

Name: Spooner, Inc. — Spooner Retirement Savings Plan, Form 5500 (2024)
Creator: Spooner, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spooner Retirement Savings Plan

401(k) retirement plan · Spooner, Inc.'s Spooner Retirement Savings Plan held $17.7M in plan assets for 552 participants in 2024, with Empower as recordkeeper.

Signals · 1

100% in single holding

Active participants

552

Accounts w/ balance

737

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

People on this filing

NIKI Schlotzhauer signed Spooner, Inc.'s 2024 Form 5500 as plan administrator.

NIKI Schlotzhauer — 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

Spooner, Inc.'s EIN is 20-3968517.

EIN 20-3968517

Plan number 001

Plan year 2024

ACK ID 20250804124813NAL0000962321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spooner, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spooner, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

SPOONER, INC.

EIN

all filings

Address

14287 N. 87TH STREET SUITE 220 · SCOTTSDALE, AZ · 85260

Phone

(480) 551-4942

Industry

Health Care & Social Assistance

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

2025-08-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$68K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—