Original filing (PDF)20250508130857NAL0011994401001

H J SPIER CO INC

Name: H J SPIER CO INC — H. J. SPIER CO., INC. SAVINGS PLAN, Form 5500 (2024)
Creator: H J SPIER CO INC

Form 5500-SF

FILING_RECEIVED

H. J. SPIER CO., INC. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H J SPIER CO INC.

Plan sponsor

Name

H J SPIER CO INC

EIN

35-1133454

Address

8250 WOODFIELD CROSSING BLVD · SUITE 330 · INDIANAPOLIS, IN · 462404301

Phone

(317) 815-2800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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