How big is SPE Wealth Management Inc.'s plan?

SPE Wealth Management Inc.'s plan reported $335K in assets and 3 participants for 2024.

Original filing (PDF)20250605192124NAL0011803889001

SPE Wealth Management Inc.

Name: SPE Wealth Management Inc. — SPE Wealth Management, Form 5500 (2024)
Creator: SPE Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SPE Wealth Management Inc. - 401(k)

401(k) retirement plan · SPE Wealth Management Inc.'s SPE Wealth Management Inc. - 401(k) held $335K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

People on this filing

Nick Rice signed SPE Wealth Management Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

SPE Wealth Management Inc.'s EIN is 87-1180733.

EIN 87-1180733

Plan number 001

Plan year 2024

ACK ID 20250605192124NAL0011803889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SPE Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SPE Wealth Management Inc.'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 SPE WEALTH MANAGEMENT INC.

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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