How big is SPB Management, LLC's plan?

SPB Management, LLC's plan reported $1.6M in assets and 50 participants for 2024.

Original filing (PDF)20250822173539NAL0005288049001

SPB Management, LLC

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

Form 5500-SF

FILING_RECEIVED

SPB Management, LLC 401(k) Plan

401(k) retirement plan · SPB Management, LLC's SPB Management, LLC 401(k) Plan held $1.6M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

SPB Management, LLC's EIN is 86-2550276.

EIN 86-2550276

Plan number 001

Plan year 2024

ACK ID 20250822173539NAL0005288049001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off