How big is Spotts FAIN, PC's plan?

Spotts FAIN, PC's plan reported $27.5M in assets and 54 participants for 2024.

Original filing (PDF)20251013075429NAL0000385267001

Spotts FAIN, PC

Name: Spotts FAIN, PC — Spotts FAIN, PC Profit Sharing, Form 5500 (2024)
Creator: Spotts FAIN, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spotts FAIN, PC Profit Sharing Plan

401(k) retirement plan · Spotts FAIN, PC's Spotts FAIN, PC Profit Sharing Plan held $27.5M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

People on this filing

Tracy Kristensen signed Spotts FAIN, PC's 2024 Form 5500 as plan administrator.

Tracy Kristensen — 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

Spotts FAIN, PC's EIN is 54-1510051.

EIN 54-1510051

Plan number 001

Plan year 2024

ACK ID 20251013075429NAL0000385267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spotts FAIN, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spotts FAIN, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPOTTS FAIN, PC.

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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