How big is Spotlight Advisors, LLC's plan?

Spotlight Advisors, LLC's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250807143228NAL0003771955001

Spotlight Advisors, LLC

Name: Spotlight Advisors, LLC — Spotlight Advisors, LLC, Form 5500 (2024)
Creator: Spotlight Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spotlight Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Spotlight Advisors, LLC's Spotlight Advisors, LLC Cash Balance Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

GREG Taxin signed Spotlight Advisors, LLC's 2024 Form 5500 as plan administrator.

GREG Taxin — 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

Spotlight Advisors, LLC's EIN is 27-1484419.

EIN 27-1484419

Plan number 002

Plan year 2024

ACK ID 20250807143228NAL0003771955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spotlight Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPOTLIGHT ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score