How big is Spartan Management LLC's plan?

Spartan Management LLC's plan reported $5.1M in assets and 364 participants for 2025.

Original filing (PDF)20260410135959NAL0013615777001

Spartan Management LLC

Name: Spartan Management LLC — Spartan Management, LLC, Form 5500 (2025)
Creator: Spartan Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spartan Management, LLC 401(k) Plan

401(k) retirement plan · Spartan Management LLC's Spartan Management, LLC 401(k) Plan held $5.1M in plan assets for 364 participants in 2025.

Signals · 1

No auditor on file

Active participants

364

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

JILL Hetzel signed Spartan Management LLC's 2025 Form 5500 as plan administrator.

JILL Hetzel — 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

Spartan Management LLC's EIN is 27-4384090.

EIN 27-4384090

Plan number 001

Plan year 2025

ACK ID 20260410135959NAL0013615777001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Spartan Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Spartan Management 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 SPARTAN MANAGEMENT LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score