Original filing (PDF)20260105123559NAL0005779779001

SPM, INC.

Name: SPM, INC. — SPM, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SPM, INC.

Form 5500-SF

FILING_RECEIVED

SPM, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 SPM, INC..

Plan sponsor

Name

SPM, INC.

EIN

27-1512026

Address

120 VANTIS DRIVE, SUITE 440 · ALISO VIEJO, CA · 92656

Phone

(949) 975-7900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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 providers

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