How big is Speer Mathnasium's plan?

Speer Mathnasium's plan reported $171K in assets and 19 participants for 2024.

Original filing (PDF)20250626144117NAL0012952336002

Speer Mathnasium

Name: Speer Mathnasium — Speer Mathnasium Retirement Trust, Form 5500 (2024)
Creator: Speer Mathnasium
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Speer Mathnasium Retirement Trust

401(k) retirement plan · Speer Mathnasium's Speer Mathnasium Retirement Trust held $171K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

People on this filing

Plan Sponsor signed Speer Mathnasium's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Speer Mathnasium's EIN is 27-4675449.

EIN 27-4675449

Plan number 001

Plan year 2024

ACK ID 20250626144117NAL0012952336002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Speer Mathnasium from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Speer Mathnasium's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPEER MATHNASIUM.

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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