Original filing (PDF)20250725121244NAL0003415891001

SPH Wealth Group

Name: SPH Wealth Group — SPH Wealth Group OFB Benefit Plan, Form 5500 (2024)
Creator: SPH Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SPH Wealth Group OFB Benefit Plan

Health & welfare plan · SPH Wealth Group's SPH Wealth Group OFB Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SPH WEALTH GROUP

EIN

82-3302189all filings

Address

3695 VILLA ROSA DR · CANFIELD, OH · 44406

Phone

(330) 702-1492

Industry

Finance & Insurance

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

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 providers

Related plans

Similar-size Finance & Insurance plans

Bohmer Kilcoyne Wealth Management

Blessed Beyond Measure

Blessed Beyond Measure GFB Benefit Plan

TYGH Capital Management, Inc.

TYGH Capital Management, Inc. Retirement Plan

Patel Wealth Partners, LLC

Patel Wealth Partners, LLC 401(k) Plan

Regal Wealth Group, Inc.

Regal Wealth Group Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.