Back to filter
Original filing (PDF)20250807143228NAL0003771955001
SPOTLIGHT ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
SPOTLIGHT ADVISORS, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPOTLIGHT ADVISORS, LLC.
Plan sponsor
Name
SPOTLIGHT ADVISORS, LLC
EIN
27-1484419
Address
299 SOUTH MAIN STREET, SUITE 1300 · SALT LAKE CITY, UT · 84111
Phone
(212) 300-2475
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
RISE48 AM, LLC
RISE48 GROUP 401(K) PLAN
$2.1M · 229 participants
L1827, LLC
L1827, LLC PROFIT SHARING 401(K) PLAN
$2.1M · 21 participants
GODBY FINANCIAL GROUP
GODBY FINANCIAL GROUP 401(K) PLAN
$2.1M · 4 participants
BSV FINANCIAL PARTNERS, LLC
BSV 401(K)
$2.1M · 6 participants
SMB INVESTMENTS INC DBA INVESTORS RESOURCE
SMB INVESTMENTS DBA INVESTORS RESOURCE 401(K) PLAN
$2.1M · 6 participants
ALCOSTA CAPITAL MANAGEMENT, INC.
ALCOSTA CAPITAL MANAGEMENT, INC. 401(K) PLAN
$2.1M · 2 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants