Original filing (PDF)20241212153831NAL0007919875001

SPENCE MANAGEMENT GROUP, LLC

Name: SPENCE MANAGEMENT GROUP, LLC — SPENCE MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: SPENCE MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SPENCE MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SPENCE MANAGEMENT GROUP, LLC

EIN

47-5430213all filings

Address

202 13TH AVE. · EAST BRADENTON, FL · 34208

Phone

(941) 228-1225

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-07

Filed

2024-12-12

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

WINSOR LEARNING, INC.

WINSOR LEARNING RETIREMENT SAVINGS PLAN

BERRY FOUNDATION

PRYOR LEARNING, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

MY BEST MUSIC ACADEMY LLC

MY BEST MUSIC ACADEMY, LLC 401(K) PLAN

RAISE LABS, INC.

RAISE LABS 401(K) PLAN

POLISHED ROCK LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.