How big is Spurstone Wealth Management LLC's plan?

Spurstone Wealth Management LLC's plan reported $656K in assets and 3 participants for 2024.

Original filing (PDF)20250630083459NAL0017063472001

Spurstone Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Spurstone 401(k) Plan

401(k) retirement plan · Spurstone Wealth Management LLC's Spurstone 401(k) Plan held $656K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

People on this filing

Timothy Golas signed Spurstone Wealth Management LLC's 2024 Form 5500 as plan administrator.

Timothy Golas — 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

Spurstone Wealth Management LLC's EIN is 26-4545691.

EIN 26-4545691

Plan number 001

Plan year 2024

ACK ID 20250630083459NAL0017063472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spurstone Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spurstone Wealth Management 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 SPURSTONE WEALTH MANAGEMENT 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