How big is SPI Advisory, LLC's plan?

SPI Advisory, LLC's plan reported $945K in assets and 14 participants for 2024.

Original filing (PDF)20250730171541NAL0006007552001

SPI Advisory, LLC

Name: SPI Advisory, LLC — SPI Advisory, LLC 401(k) Plan, Form 5500 (2024)
Creator: SPI Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SPI Advisory, LLC 401(k) Plan

401(k) retirement plan · SPI Advisory, LLC's SPI Advisory, LLC 401(k) Plan held $945K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$945K

Net assets (EOY)

$945K

People on this filing

Katrina KEYS signed SPI Advisory, LLC's 2024 Form 5500 as plan administrator.

Katrina KEYS — 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

SPI Advisory, LLC's EIN is 47-1238450.

EIN 47-1238450

Plan number 001

Plan year 2024

ACK ID 20250730171541NAL0006007552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SPI Advisory, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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