How big is Spence, Custer, Saylor, Wolfe and Rose LLC's plan?

Spence, Custer, Saylor, Wolfe and Rose LLC's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250917104911NAL0000421152001

Spence, Custer, Saylor, Wolfe and Rose LLC

Name: Spence, Custer, Saylor, Wolfe and Rose LLC — Form 5500 Plan 005 (2024)
Creator: Spence, Custer, Saylor, Wolfe and Rose LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spence Custer Saylor Wolfe & Rose Safe Harbor 401(k) Plan

401(k) retirement plan · Spence, Custer, Saylor, Wolfe and Rose LLC's Spence Custer Saylor Wolfe & Rose Safe Harbor 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael Parrish Jr. signed Spence, Custer, Saylor, Wolfe and Rose LLC's 2024 Form 5500 as plan administrator.

Michael Parrish Jr. — 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

Spence, Custer, Saylor, Wolfe and Rose LLC's EIN is 75-3124839.

EIN 75-3124839

Plan number 005

Plan year 2024

ACK ID 20250917104911NAL0000421152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spence, Custer, Saylor, Wolfe and Rose LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spence, Custer, Saylor, Wolfe and Rose LLC'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 SPENCE, CUSTER, SAYLOR, WOLFE AND ROSE 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

Helping the score