401(k) retirement plan · Spangler Estate Planning's Spangler Estate Planning Retirement Trust held $186K in plan assets for 6 participants in 2024.
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$186K
Net assets (EOY)
$186K
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
73
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
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