How big is Spring Lake Equity Management LLC's plan?

Spring Lake Equity Management LLC's plan reported $3.5M in assets and 4 participants for 2024.

Original filing (PDF)20250916104427NAL0004152098001

Spring Lake Equity Management LLC

Name: Spring Lake Equity Management LLC — Spring Lake, Form 5500 (2024)
Creator: Spring Lake Equity Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spring Lake Equity Management LLC 401(k) Plan

401(k) retirement plan · Spring Lake Equity Management LLC's Spring Lake Equity Management LLC 401(k) Plan held $3.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Sharon Brady signed Spring Lake Equity Management LLC's 2024 Form 5500 as plan administrator.

Sharon Brady — 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

Spring Lake Equity Management LLC's EIN is 46-2436481.

EIN 46-2436481

Plan number 001

Plan year 2024

ACK ID 20250916104427NAL0004152098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spring Lake Equity Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spring Lake Equity Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPRING LAKE EQUITY MANAGEMENT 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 (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SPRING LAKE EQUITY MANAGEMENT LLC

EIN

all filings

Address

200 STATE STREET, SUITE 1215 · BOSTON, MA · 02109

Phone

(617) 391-6332

Industry

Finance & Insurance

Plan administrator