How big is SP Partners' plan?

SP Partners' plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260521092126NAL0002429249001

SP Partners

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

Form 5500-SF

FILING_RECEIVED

SP Partners 401(k) Plan

401(k) retirement plan · SP Partners' SP Partners 401(k) Plan held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jennifer Hawkes signed SP Partners' 2025 Form 5500 as plan administrator.

Jennifer Hawkes — 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

SP Partners' EIN is 81-1776359.

EIN 81-1776359

Plan number 001

Plan year 2025

ACK ID 20260521092126NAL0002429249001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

SP Partners' 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 SP PARTNERS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SP PARTNERS

EIN

all filings

Address

9811 KATY FWY · SUITE 925 · HOUSTON, TX · 77024

Phone

(713) 491-2860

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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