Original filing (PDF)20251007155126NAL0002589907001

S.P. COMPANY, INC.

Name: S.P. COMPANY, INC. — S.P. COMPANY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: S.P. COMPANY, INC.

Form 5500

FILING_RECEIVED

S.P. COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

176

Accounts w/ balance

205

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.P. COMPANY, INC..

Plan sponsor

Name

S.P. COMPANY, INC.

EIN

34-0661511

Address

400 W. RAILROAD STREET · COLUMBIANA, OH · 44408

Phone

(330) 482-0200

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$8K	—

Investments

17 direct securities· $14.5M(100% of reported assets)

Uncategorized

$14.0M

16 holdings

Participant loans

$466K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index	—	—	—	$2.7M	18.9%
Dodge & Cox Income X	—	—	—	$2.4M	16.9%
Standard Stable Asset Fund A	—	—	—

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