· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
C.E. SPILLMAN & PARTNERS, LLP — C.E. SPILLMAN & PARTNERS, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415220540NAL0007018528073
C.E. SPILLMAN & PARTNERS, LLP
Form 5500-SF
FILING_RECEIVED
C.E. SPILLMAN & PARTNERS, LLP 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$293K
Net assets (EOY)
$293K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
C.E. SPILLMAN & PARTNERS, LLP
.
Find decision makers
Plan sponsor
Name
C.E. SPILLMAN & PARTNERS, LLP
EIN
47-4892637
Address
240 W MAIN ST # 214 · CHARLOTTESVLE, VA · 22902
Phone
(855) 212-5301
Industry
Finance & Insurance
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BALDWIN HOUSE MANAGEMENT, LLC
BHM 401(K) PLAN
$293K · 142 participants
SIXTHIRTY VENTURES
SIXTHIRTY VENTURES 401(K) PLAN
$293K · 5 participants
JEHM LLC
JEHM LLC 401K PLAN
$293K · 7 participants
MONGE CAPITAL ADVISORS, LLC
MONGE CAPITAL ADVISORS, LLC DEFINED BENEFIT PLAN
$294K · 3 participants
ACOSTA WEALTH MANAGEMENT, INC.
ACOSTA WEALTH MANAGEMENT 401(K) PLAN
$293K · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RMS FINANCIAL INC.
RMS FINANCIAL 401(K) PROFIT SHARING PLAN
$293K · 2 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
