How big is Spence Brothers' plan?

Spence Brothers' plan reported $17.7M in assets and 68 participants for 2024.

Original filing (PDF)20250806155510NAL0003001987001

Spence Brothers

Name: Spence Brothers — Spence Brothers Profit, Form 5500 (2024)
Creator: Spence Brothers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spence Brothers Profit Sharing/401(k) Plan

401(k) retirement plan · Spence Brothers' Spence Brothers Profit Sharing/401(k) Plan held $17.7M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

People on this filing

Kevin Dailey signed Spence Brothers' 2024 Form 5500 as plan administrator.

Kevin Dailey — 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

Spence Brothers' EIN is 38-1055820.

EIN 38-1055820

Plan number 005

Plan year 2024

ACK ID 20250806155510NAL0003001987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spence Brothers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spence Brothers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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