How big is Spears & Shelf, LLP's plan?

Spears & Shelf, LLP's plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20250718190059NAL0001162259001

Spears & Shelf, LLP

Name: Spears & Shelf, LLP — Spears & Shelf, LLP Profit, Form 5500 (2024)
Creator: Spears & Shelf, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spears & Shelf, LLP Profit Sharing/401 (K) Plan

401(k) retirement plan · Spears & Shelf, LLP's Spears & Shelf, LLP Profit Sharing/401 (K) Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kimberley Spears signed Spears & Shelf, LLP's 2024 Form 5500 as plan administrator.

Kimberley Spears — 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

Spears & Shelf, LLP's EIN is 47-1627777.

EIN 47-1627777

Plan number 002

Plan year 2024

ACK ID 20250718190059NAL0001162259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spears & Shelf, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spears & Shelf, LLP'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 SPEARS & SHELF, LLP.

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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