How big is Spinnaker Investment Group, LLC's plan?

Spinnaker Investment Group, LLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250924140528NAL0017263650001

Spinnaker Investment Group, LLC

Name: Spinnaker Investment Group, LLC — Spinnaker 401(k), Form 5500 (2024)
Creator: Spinnaker Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spinnaker 401(k) Plan

401(k) retirement plan · Spinnaker Investment Group, LLC's Spinnaker 401(k) Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Spinnaker Investment Group, LLC's EIN is 81-2550846.

EIN 81-2550846

Plan number 001

Plan year 2024

ACK ID 20250924140528NAL0017263650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spinnaker Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spinnaker Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPINNAKER INVESTMENT GROUP, LLC.

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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