How big is Spartan Capital Securities, LLC's plan?

Spartan Capital Securities, LLC's plan reported $922K in assets and 17 participants for 2023.

Original filing (PDF)20241015145409NAL0028834353001

Spartan Capital Securities, LLC

Name: Spartan Capital Securities, LLC — Spartan Capital, Form 5500 (2023)
Creator: Spartan Capital Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spartan Capital Securities, LLC 401(k) Plan

401(k) retirement plan · Spartan Capital Securities, LLC's Spartan Capital Securities, LLC 401(k) Plan held $922K in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

Plan identifiers

Spartan Capital Securities, LLC's EIN is 26-0491509.

EIN 26-0491509

Plan number 001

Plan year 2023

ACK ID 20241015145409NAL0028834353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Spartan Capital Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Spartan Capital Securities, LLC'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 SPARTAN CAPITAL SECURITIES, LLC.

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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