How big is SP Asset Management's plan?

SP Asset Management's plan reported $254K in assets and 3 participants for 2025.

Original filing (PDF)20260423220946NAL0002765203021

SP Asset Management

Name: SP Asset Management — SP Asset Management 401(k), Form 5500 (2025)
Creator: SP Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SP Asset Management 401(k) Plan

401(k) retirement plan · SP Asset Management's SP Asset Management 401(k) Plan held $254K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

Plan identifiers

SP Asset Management's EIN is 77-0385520.

EIN 77-0385520

Plan number 001

Plan year 2025

ACK ID 20260423220946NAL0002765203021

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SP Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SP Asset Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SP ASSET MANAGEMENT.

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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