How big is Spence Management Group, LLC's plan?

Spence Management Group, LLC's plan reported $2.7M in assets and 22 participants for 2024.

Original filing (PDF)20250730143859NAL0002007635001

Spence Management Group, LLC

Name: Spence Management Group, LLC — Spence Management, Form 5500 (2024)
Creator: Spence Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spence Management Group 401(k) Profit Sharing Plan

401(k) retirement plan · Spence Management Group, LLC's Spence Management Group 401(k) Profit Sharing Plan held $2.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Spence Management Group, LLC's EIN is 47-5430213.

EIN 47-5430213

Plan number 001

Plan year 2024

ACK ID 20250730143859NAL0002007635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spence Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spence Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPENCE MANAGEMENT GROUP, LLC.

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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