How big is Spear Brothers Group's plan?

Spear Brothers Group's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250604101026NAL0011133937001

Spear Brothers Group

Name: Spear Brothers Group — Spear Brothers Group 401(k), Form 5500 (2024)
Creator: Spear Brothers Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spear Brothers Group 401(k) Plan

401(k) retirement plan · Spear Brothers Group's Spear Brothers Group 401(k) Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Spear Brothers Group's EIN is 20-4821344.

EIN 20-4821344

Plan number 001

Plan year 2024

ACK ID 20250604101026NAL0011133937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spear Brothers Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spear Brothers Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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