How big is Spherient Advisors LLC's plan?

Spherient Advisors LLC's plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20250731103453NAL0010282594001

Spherient Advisors LLC

Name: Spherient Advisors LLC — Spherient Employee, Form 5500 (2024)
Creator: Spherient Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spherient Employee Retirement Plan

401(k) retirement plan · Spherient Advisors LLC's Spherient Employee Retirement Plan held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

George Brickley signed Spherient Advisors LLC's 2024 Form 5500 as plan administrator.

George Brickley — 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

Spherient Advisors LLC's EIN is 82-2890920.

EIN 82-2890920

Plan number 001

Plan year 2024

ACK ID 20250731103453NAL0010282594001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spherient Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPHERIENT ADVISORS 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