Original filing (PDF)20250613162817NAL0028910352001

SPIRES & ASSOCIATES, PA

Name: SPIRES & ASSOCIATES, PA — SPIRES & ASSOCIATES 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: SPIRES & ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

SPIRES & ASSOCIATES 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$498K

Net assets (EOY)

$498K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPIRES & ASSOCIATES, PA.

Plan sponsor

Name

SPIRES & ASSOCIATES, PA

EIN

65-0865523

Address

12734 KENWOOD LANE, SUITE 25 · FORT MYERS, FL · 33907

Phone

(239) 936-4336

Industry