How big is Helmsley Spear, LLC's plan?

Helmsley Spear, LLC's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250717112144NAL0000277536001

Helmsley Spear, LLC

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

Form 5500-SF

FILING_RECEIVED

Helmsley Spear 401(k) Plan

401(k) retirement plan · Helmsley Spear, LLC's Helmsley Spear 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Plan Sponsor signed Helmsley Spear, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Helmsley Spear, LLC's EIN is 26-1146866.

EIN 26-1146866

Plan number 001

Plan year 2024

ACK ID 20250717112144NAL0000277536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helmsley Spear, LLC'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 HELMSLEY SPEAR, 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