How big is Spring Bank's plan?

Spring Bank's plan reported $6.8M in assets and 38 participants for 2025.

Original filing (PDF)20260303090524NAL0002040625001

Spring Bank

Name: Spring Bank — Spring Bank 401(k) Plan, Form 5500 (2025)
Creator: Spring Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spring Bank 401(k) Plan

401(k) retirement plan · Spring Bank's Spring Bank 401(k) Plan held $6.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Spring Bank's EIN is 26-3029523.

EIN 26-3029523

Plan number 001

Plan year 2025

ACK ID 20260303090524NAL0002040625001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Spring Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Spring Bank'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 SPRING BANK.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SPRING BANK

EIN

all filings

Address

16620 W. BLUEMOUND ROAD · SUITE 100 · BROOKFIELD, WI · 53005

Phone

(262) 754-5555

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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