Original filing (PDF)20250625142950NAL0011384384001

SPF INVESTMENT MANAGEMENT, L.P.

Name: SPF INVESTMENT MANAGEMENT, L.P. — SPF INVESTMENT MANAGEMENT 401(K), Form 5500 (2024)
Creator: SPF INVESTMENT MANAGEMENT, L.P.

Form 5500-SF

FILING_RECEIVED

SPF INVESTMENT MANAGEMENT 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPF INVESTMENT MANAGEMENT, L.P..

Plan sponsor

Name

SPF INVESTMENT MANAGEMENT, L.P.

EIN

83-1749976

Address

220 FIFTH AVENUE · 13TH FLOOR · NEW YORK, NY · 10001

Phone

(212) 457-8765

Industry

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

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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