How big is Spencer Preservation Group's plan?

Spencer Preservation Group's plan reported $180K in assets and 6 participants for 2024.

Original filing (PDF)20250506110349NAL0013282576001

Spencer Preservation Group

Name: Spencer Preservation Group — Spencer Preservation, Form 5500 (2024)
Creator: Spencer Preservation Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencer Preservation Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Spencer Preservation Group's Spencer Preservation Group 401(k) Profit Sharing Plan & Trust held $180K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

Edward Rojas signed Spencer Preservation Group's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Spencer Preservation Group's EIN is 86-2320716.

EIN 86-2320716

Plan number 001

Plan year 2024

ACK ID 20250506110349NAL0013282576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spencer Preservation Group'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 SPENCER PRESERVATION GROUP.

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