How big is Spell Capital Partners, LLC's plan?

Spell Capital Partners, LLC's plan reported $17.2M in assets and 8 participants for 2024.

Original filing (PDF)20251014171054NAL0006986546001

Spell Capital Partners, LLC

Name: Spell Capital Partners, LLC — Spell Capital 401(k), Form 5500 (2024)
Creator: Spell Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spell Capital 401(k) Plan

401(k) retirement plan · Spell Capital Partners, LLC's Spell Capital 401(k) Plan held $17.2M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

Andrea Nelson signed Spell Capital Partners, LLC's 2024 Form 5500 as plan administrator.

Andrea Nelson — 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

Spell Capital Partners, LLC's EIN is 41-1879320.

EIN 41-1879320

Plan number 001

Plan year 2024

ACK ID 20251014171054NAL0006986546001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spell Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spell Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPELL CAPITAL PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SPELL CAPITAL PARTNERS, LLC

EIN

all filings

Address

7201 METRO BOULEVARD · SUITE 850 · MINNEAPOLIS, MN · 55439

Phone

(612) 843-1545

Industry

Admin Support & Waste Mgmt

Plan administrator