How big is Spears, Carlson & Coleman, SC's plan?

Spears, Carlson & Coleman, SC's plan reported $826K in assets and 6 participants for 2024.

Original filing (PDF)20250613132352NAL0028741248001

Spears, Carlson & Coleman, SC

Name: Spears, Carlson & Coleman, SC — Spears, Carlson &, Form 5500 (2024)
Creator: Spears, Carlson & Coleman, SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spears, Carlson & Coleman, SC 401(k) Plan

401(k) retirement plan · Spears, Carlson & Coleman, SC's Spears, Carlson & Coleman, SC 401(k) Plan held $826K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

People on this filing

John Carlson signed Spears, Carlson & Coleman, SC's 2024 Form 5500 as plan administrator.

John Carlson — 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, Carlson & Coleman, SC's EIN is 47-5308489.

EIN 47-5308489

Plan number 001

Plan year 2024

ACK ID 20250613132352NAL0028741248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spears, Carlson & Coleman, SC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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, CARLSON & COLEMAN, SC.

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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