Original filing (PDF)20250918092515NAL0001328448001

SP FAMILY OFFICE, LLC

Name: SP FAMILY OFFICE, LLC — SP FAMILY OFFICE, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: SP FAMILY OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

SP FAMILY OFFICE, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SP FAMILY OFFICE, LLC.

Plan sponsor

Name

SP FAMILY OFFICE, LLC

EIN

27-0764322

Address

225 EAST 39TH ST. 34B · NEW YORK, NY · 10016

Phone

(646) 755-8932

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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