Original filing (PDF)20250722082500NAL0003098960001

STACEY SPEDDEN AND ASSOCIATES

Name: STACEY SPEDDEN AND ASSOCIATES — STACEY SPEDDEN AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: STACEY SPEDDEN AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

STACEY SPEDDEN AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STACEY SPEDDEN AND ASSOCIATES.

Plan sponsor

Name

STACEY SPEDDEN AND ASSOCIATES

EIN

52-2172638

Address

307 INTERNATIONAL CIRCLE · SUITE 390 · HUNT VALLEY, MD · 21030

Phone

(410) 785-0033

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MOHANTY GARGIULO LLC

MOHANTY GARGIULO LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 3 participants

MASTER WEALTH, LLC

MASTER WEALTH, LLC 401(K) PLAN

$1.3M · 9 participants

FIRST NEBRASKA FINANCIAL SERVICES, INC.

FIRST NEBRASKA FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.3M · 5 participants

GREAT GABLE PARTNERS, LP

GREAT GABLE PARTNERS 401(K) PLAN

$1.3M · 4 participants

CORBETT AND CAPEROON WEALTH MANAGEMENT

CORBETT AND CAPEROON WEALTH MANAGEMENT 401(K) & PROFIT SHARING PLAN