How big is Spencer Research, Inc.'s plan?

Spencer Research, Inc.'s plan reported $2.6M in assets and 19 participants for 2024.

Original filing (PDF)20250531153901NAL0008698513001

Spencer Research, Inc.

Name: Spencer Research, Inc. — Spencer Research, Inc., Form 5500 (2024)
Creator: Spencer Research, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer Research, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Spencer Research, Inc.'s Spencer Research, Inc. 401(k) Profit Sharing Plan held $2.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Heather Stewart signed Spencer Research, Inc.'s 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Spencer Research, Inc.'s EIN is 36-2497687.

EIN 36-2497687

Plan number 003

Plan year 2024

ACK ID 20250531153901NAL0008698513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spencer Research, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off