· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPEAR WILDERMAN, P.C. — SPEAR WILDERMAN, PC 401(K) UNION PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240827084656NAL0019331952001
SPEAR WILDERMAN, P.C.
Form 5500-SF
FILING_RECEIVED
SPEAR WILDERMAN, PC 401(K) UNION PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
18
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPEAR WILDERMAN, P.C.
.
Find decision makers
Plan sponsor
Name
SPEAR WILDERMAN, P.C.
EIN
23-2749511
Address
230 S. BROAD STREET · SUITE 1400 · PHILADELPHIA, PA · 19102
Phone
(215) 732-0101
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-27
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
MIZELL & MAYS LAW FIRM, P.A.
MIZELL LAW FIRM 401(K) PLAN
$2.0M · 7 participants
O'BRIEN LAW, PA
O'BRIEN LAW, PA 401(K) PROFIT SHARING PLAN
$2.0M · 4 participants
WILKS LAW, LLC
WILKS LAW 401(K) PROFIT SHARING PLAN
$2.0M · 9 participants
HARRIS AND HART, LLC
HARRIS AND HART, LLC 401K PLAN
$2.0M · 13 participants
NORWOOD ASSOCIATES LLC
NORWOOD ASSOCIATES LLC 401K PROFIT SHARING PLAN
$2.0M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PROVOSTY & GANKENDORFF, L.L.C. PROFIT SHARING PLAN
PROVOSTY & GANKENDORFF, L. L. C. PROFIT SHARING PLAN
$2.0M · 8 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
