How big is Sperry & Rice LLC's plan?

Sperry & Rice LLC's plan reported $1.4M in assets and 57 participants for 2024.

Original filing (PDF)20250604114806NAL0031241090001

Sperry & Rice LLC

Name: Sperry & Rice LLC — Sperry & Rice LLC 401(k) Profit, Form 5500 (2024)
Creator: Sperry & Rice LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sperry & Rice LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Sperry & Rice LLC's Sperry & Rice LLC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

KORY Kent signed Sperry & Rice LLC's 2024 Form 5500 as plan administrator.

KORY Kent — 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

Sperry & Rice LLC's EIN is 81-1145148.

EIN 81-1145148

Plan number 002

Plan year 2024

ACK ID 20250604114806NAL0031241090001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sperry & Rice LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sperry & Rice 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 SPERRY & RICE LLC.

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Plan health score

Above-average plan

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