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Original filing (PDF)20260302075917NAL0002762146001

SPFM, L.P.

Form 5500
FILING_RECEIVED
SPFM, L.P. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.5 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
  • Filed 3.5 months past the 10.5-month grace window.
  • 54 bps in Schedule C fees — 85% above peer band of 29 bps.
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPFM, L.P..
Plan sponsor
Name
SPFM, L.P.
EIN
74-2738856
Address
4310 WEST AVE · SAN ANTONIO, TX · 782133033
Phone
(210) 805-8931
Industry
Wholesale Tradesee 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
2026-03-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAYNIE & COMPANY
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY—GREENWOOD VILLAGE, CORECORDKEEPER$27K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH PIERCE FENNER & SMITH—PENNINGTON, NJINVESTMENT ADVISOR$27K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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