How big is Spendsmart Group, LLC's plan?

Spendsmart Group, LLC's plan reported $8K in assets and 5 participants for 2024.

Original filing (PDF)20250801081832NAL0006993457001

Spendsmart Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Spendsmart Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Spendsmart Group, LLC's Spendsmart Group, LLC 401(k) Profit Sharing Plan & Trust held $8K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Dan Bergtholdt signed Spendsmart Group, LLC's 2024 Form 5500 as plan administrator.

Dan Bergtholdt — 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

Spendsmart Group, LLC's EIN is 26-3839099.

EIN 26-3839099

Plan number 001

Plan year 2024

ACK ID 20250801081832NAL0006993457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spendsmart Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPENDSMART GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SPENDSMART GROUP, LLC

EIN

all filings

Address

1440 RENAISSANCE DRIVE · SUITE 250A · PARK RIDGE, IL · 60068

Phone

(312) 375-7911

Industry

Wholesale Trade

Plan administrator