Original filing (PDF)20250926111108NAL0010061344001

JOSEPH A. SPENCER, III

Name: JOSEPH A. SPENCER, III — JOSEPH A. SPENCER, III 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH A. SPENCER, III

Form 5500-SF

FILING_RECEIVED

JOSEPH A. SPENCER, III 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH A. SPENCER, III.

Plan sponsor

Name

JOSEPH A. SPENCER, III

EIN

26-2608162

Address

222 RIDGEDALE AVENUE · CEDAR KNOLLS, NJ · 07927

Phone

(973) 971-0002

Industry