Original filing (PDF)20250311084413NAL0034662114001

FOUNTAINHEAD CAPITAL MANAGEMENT LLC

Name: FOUNTAINHEAD CAPITAL MANAGEMENT LLC — SPTCO MEP 401(K) FOR FOUNTAINHEAD CAPITAL MANAGEMENT, Form 5500 (2024)
Creator: FOUNTAINHEAD CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

SPTCO MEP 401(K) FOR FOUNTAINHEAD CAPITAL MANAGEMENT

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FOUNTAINHEAD CAPITAL MANAGEMENT LLC

EIN

83-1401367all filings

Address

1100 SUPERIOR AVENUE EAST · #162 · CLEVELAND, OH · 44114

Phone

(216) 593-0402

Industry

Finance & Insurancesee all

Plan administrator