How big is James Spach's plan?

James Spach's plan reported $1.9M in assets and 12 participants for 2024.

Original filing (PDF)20250609095054NAL0012187859001

James Spach

Name: James Spach — James Spach 401(k) Plan, Form 5500 (2024)
Creator: James Spach
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Spach 401(k) Plan

401(k) retirement plan · James Spach's James Spach 401(k) Plan held $1.9M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

James Spach's EIN is 27-4880385.

EIN 27-4880385

Plan number 001

Plan year 2024

ACK ID 20250609095054NAL0012187859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Spach's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JAMES SPACH

EIN

all filings

Address

24025 PARK SORRENTO, · SUITE 440 · CALABASAS, CA · 91405

Phone

(818) 264-0810

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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