How big is Djrcsm, LLC's plan?

Djrcsm, LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20250724150946NAL0007496896001

Djrcsm, LLC

Name: Djrcsm, LLC — The SP Financial 401(k) Plan, Form 5500 (2024)
Creator: Djrcsm, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The SP Financial 401(k) Plan

401(k) retirement plan · Djrcsm, LLC's The SP Financial 401(k) Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Djrcsm, LLC's EIN is 83-1399921.

EIN 83-1399921

Plan number 001

Plan year 2024

ACK ID 20250724150946NAL0007496896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Djrcsm, 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 DJRCSM, LLC.

Finding similar companies…

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

DJRCSM, LLC

DBA

SP FINANCIAL GROUP

EIN

all filings

Address

309 EAST PACES FERRY ROAD · SUITE 1000 · ATLANTA, GA · 30305

Phone

(800) 775-9092

Industry

Finance & Insurance

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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Tellimer Markets Inc.

Tellimer Markets Inc. 401(k) Plan

$1.1M

Fearnley Securities, Inc.

Fearnley Securities 401(k) Plan

$1.1M · 7 participants

Republic Holdings Corporation

Republic Holdings Corporation 401(k) Profit Sharing Plan and T

$1.1M · 7 participants

Waterstone Private Wealth Management

Waterstone Private Wealth Management 401(k) Plan

$1.1M · 7 participants

Foxhill Capital Management, Inc.

Foxhill Capital Management, Inc. 401(k) Plan

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