How big is Spencer Marti, P.C.'s plan?

Spencer Marti, P.C.'s plan reported $1.1M in assets and 17 participants for 2024.

Original filing (PDF)20251011185557NAL0004847411001

Spencer Marti, P.C.

Name: Spencer Marti, P.C. — MDHP Retirement Plan & Trust, Form 5500 (2024)
Creator: Spencer Marti, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MDHP Retirement Plan & Trust

401(k) retirement plan · Spencer Marti, P.C.'s MDHP Retirement Plan & Trust held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Spencer Marti, P.C.'s EIN is 47-4017850.

EIN 47-4017850

Plan number 001

Plan year 2024

ACK ID 20251011185557NAL0004847411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spencer Marti, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spencer Marti, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPENCER MARTI, P.C..

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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