How big is The Spencer Thomas Group LLC's plan?

The Spencer Thomas Group LLC's plan reported $5.6M in assets and 33 participants for 2024.

Original filing (PDF)20250710080542NAL0006371761001

The Spencer Thomas Group LLC

Name: The Spencer Thomas Group LLC — Spencer Thomas 401(k), Form 5500 (2024)
Creator: The Spencer Thomas Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer Thomas 401(k) Retirement Plan

401(k) retirement plan · The Spencer Thomas Group LLC's Spencer Thomas 401(k) Retirement Plan held $5.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

The Spencer Thomas Group LLC's EIN is 27-2648547.

EIN 27-2648547

Plan number 001

Plan year 2024

ACK ID 20250710080542NAL0006371761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Spencer Thomas Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Spencer Thomas Group 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 THE SPENCER THOMAS GROUP 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