How big is Spartin Planning PLLC's plan?

Spartin Planning PLLC's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20250905151229NAL0017262145002

Spartin Planning PLLC

Name: Spartin Planning PLLC — Spartin Planning PLLC 401(k), Form 5500 (2024)
Creator: Spartin Planning PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spartin Planning PLLC 401(k) Plan

401(k) retirement plan · Spartin Planning PLLC's Spartin Planning PLLC 401(k) Plan held $1.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Peter Spartin signed Spartin Planning PLLC's 2024 Form 5500 as plan administrator.

Peter Spartin — 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

Spartin Planning PLLC's EIN is 20-4443439.

EIN 20-4443439

Plan number 001

Plan year 2024

ACK ID 20250905151229NAL0017262145002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spartin Planning PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spartin Planning PLLC's 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 SPARTIN PLANNING PLLC.

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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