Back to filter
Original filing (PDF)20250731103453NAL0010282594001
SPHERIENT ADVISORS LLC
Form 5500-SF
FILING_RECEIVED
SPHERIENT EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
18
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPHERIENT ADVISORS LLC.
Plan sponsor
Name
SPHERIENT ADVISORS LLC
EIN
82-2890920
Address
6802 PARAGON PLACE, SUITE 126 · RICHMOND, VA · 23230
Phone
(804) 457-2309
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Insurance Agencies & Brokerages plans
LATHROP INSURANCE, INC.
LATHROP INSURANCE, INC. LATHROP INSURANCE, INC. 401(K) PLAN
$1.4M · 20 participants
THE IMPERIAL AGENCY INC.
THE IMPERIAL AGENCY INC 401(K) PSP AND TRUST
$1.4M · 11 participants
LEWISTOWN INSURANCE AGENCY, INC.
LEWISTOWN INSURANCE, INC. PROFIT SHARING PLAN & TRUST
$1.4M · 6 participants
NASH & ASSOCIATES, LLC
NASH & ASSOCIATES, LLC 401(K) PLAN
$1.4M · 13 participants
DONALD K. PIERCE & COMPANY
DONALD K. PIERCE & COMPANY 401(K) PLAN
$1.4M · 7 participants
JOHN P. HOLROYD AGENCY
JOHN P. HOLROYD AGENCY 401(K) PROFIT SHARING PLAN
$1.4M · 4 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B