SPIRIT WEST CERTIFIED FINANCIAL PLANNING LLC 401(K) AND PROFIT S
401(k) retirement plan
Signals · 1
Late filing · 3.2 mo
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$318K
Net assets (EOY)
$318K
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
87
Total plan cost
n/a
Plan health
82
Vendor & structure
100
Knocking points off
Filed 3.2 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPIRIT WEST CERTIFIED PLANNING L.
