Back to filter
Original filing (PDF)20250407114603NAL0009266563001
SPELLMAN SPELLMAN SPELLMAN SPELLMAN KEALHOFER
Form 5500-SF
FILING_RECEIVED
SPELLMAN, SPELLMAN, SPELLMAN, SPELLMAN & KEALHOFER PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
9
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPELLMAN SPELLMAN SPELLMAN SPELLMAN KEALHOFER.
Plan sponsor
Name
SPELLMAN SPELLMAN SPELLMAN SPELLMAN KEALHOFER
EIN
42-0934216
Address
1024 2ND ST # 550 · PERRY, IA · 502201719
Phone
(515) 465-5326
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
ALEXANDRA LOZANO IMMIGRATION LAW
ALEXANDRA LOZANO IMMIGRATION LAW 401(K) PLAN
$3.2M · 172 participants
DOLIVEIRA & ASSOCIATES P.C.
D'OLIVEIRA & ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN & TRUST
$3.2M · 30 participants
THOMPSON BURTON PLLC
THOMPSON BURTON PLLC 401(K) PROFIT SHARING PLAN
$3.2M · 63 participants
JAMES NEWMAN, ESQ. PC
JAMES NEWMAN DEFINED BENEFIT PENSION PLAN
$3.2M · 5 participants
WELLS, PEYTON, GREENBERG & HUNT, L.L.P.
WELLS, PEYTON, GREENBERG & HUNT, L.L.P. 401(K) PLAN
$3.2M · 17 participants
BADDERS LAW FIRM P.C.
BADDERS LAW FIRM P.C. 401(K) PLAN
$3.2M · 22 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B