How big is Spencer Calahan, LLC's plan?

Spencer Calahan, LLC's plan reported $4.0M in assets and 33 participants for 2024.

Original filing (PDF)20250606114723NAL0012633521001

Spencer Calahan, LLC

Name: Spencer Calahan, LLC — Spencer Calahan, LLC 401(k), Form 5500 (2024)
Creator: Spencer Calahan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer Calahan, LLC 401(k) Plan

401(k) retirement plan · Spencer Calahan, LLC's Spencer Calahan, LLC 401(k) Plan held $4.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Spencer Calahan, LLC's EIN is 72-1506413.

EIN 72-1506413

Plan number 001

Plan year 2024

ACK ID 20250606114723NAL0012633521001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spencer Calahan, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off