Original filing (PDF)20251014084550NAL0001134531001

STEVEN SPECTOR LLC

Name: STEVEN SPECTOR LLC — STEVEN SPECTOR LLC 401(K) AND PROFIT SHARING, Form 5500 (2024)
Creator: STEVEN SPECTOR LLC

Form 5500-SF

FILING_RECEIVED

STEVEN SPECTOR LLC 401(K) AND PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 STEVEN SPECTOR LLC.

Plan sponsor

Name

STEVEN SPECTOR LLC

EIN

36-4238777

Address

5 REVERE DRIVE, SUITE 430 · NORTHBROOK, IL · 60062

Phone

(312) 357-9400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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