How big is Spinnaker Group LLC's plan?

Spinnaker Group LLC's plan reported $167K in assets for 2024.

Original filing (PDF)20250616100245NAL0000861857001

Spinnaker Group LLC

Name: Spinnaker Group LLC — Spinnaker Group LLC 401(k), Form 5500 (2024)
Creator: Spinnaker Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spinnaker Group LLC 401(k)

401(k) retirement plan · Spinnaker Group LLC's Spinnaker Group LLC 401(k) reported $167K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

People on this filing

Jonathan Burgess signed Spinnaker Group LLC's 2024 Form 5500 as plan administrator.

Jonathan Burgess — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spinnaker Group LLC's EIN is 83-2279620.

EIN 83-2279620

Plan number 001

Plan year 2024

ACK ID 20250616100245NAL0000861857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spinnaker Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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