How big is Sperling & Slater, LLC's plan?

Sperling & Slater, LLC's plan reported $45.8M in assets and 56 participants for 2023.

Original filing (PDF)20250714172717NAL0001338481001

Sperling & Slater, LLC

Name: Sperling & Slater, LLC — Sperling & Slater Savings, Form 5500 (2023)
Creator: Sperling & Slater, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sperling & Slater Savings Plan

401(k) retirement plan · Sperling & Slater, LLC's Sperling & Slater Savings Plan held $45.8M in plan assets for 56 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45.8M

Net assets (EOY)

$45.8M

People on this filing

Heena SHAH signed Sperling & Slater, LLC's 2023 Form 5500 as plan administrator.

Heena SHAH — 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

Sperling & Slater, LLC's EIN is 36-3041933.

EIN 36-3041933

Plan number 004

Plan year 2023

ACK ID 20250714172717NAL0001338481001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sperling & Slater, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sperling & Slater, LLC'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 SPERLING & SLATER, LLC.

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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