· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER — SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER & PERSINGER LLP 401(K) SALARY REDUCTION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604134234NAL0011291137001
SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER
Form 5500-SF
FILING_RECEIVED
SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER & PERSINGER LLP 401(K) SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
13
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER
.
Find decision makers
Plan sponsor
Name
SPITZER HERRIMAN STEPHENSON HOLDEREAD CONNER
EIN
35-0889748
Address
122 EAST FOURTH STREET · PO BOX 927 · MARION, IN · 469524000
Phone
(765) 664-7307
Industry
Law Offices
· Professional & Technical Services
see all
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
2025-06-04
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SELVIN WRAITH LLP
SW 401(K) PLAN
$4.0M · 7 participants
MCNEELY LAW, LLP
MCNEELY LAW, LLP 401(K) PLAN
$4.0M · 69 participants
WATKINS PAWLICK CALATI & PRIFTI PC
WATKINS PAWLICK CALATI & PRIFTI PC 401(K) PLAN
$4.0M · 9 participants
COPLAN & CRANE, LTD.
COPLAN & CRANE, LTD. RETIREMENT PLAN
$3.9M · 19 participants
RING HUNTER HOLLAND & SCHENONE LLP
RING HUNTER HOLLAND & SCHENONE LLP 401K PLAN
$4.0M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GIANNUZZI LEWENDON LLP
GIANNUZZI LEWENDON LLP 401(K) PLAN
$3.9M · 24 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
