How big is Spencers Benefits Specialists' plan?

Spencers Benefits Specialists' plan reported $3K in assets and 1 participants for 2024.

Original filing (PDF)20250723171810NAL0009360706001

Spencers Benefits Specialists

Name: Spencers Benefits Specialists — Spencers Benefits, Form 5500 (2024)
Creator: Spencers Benefits Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Spencers Benefits Specialists - 401(k)

401(k) retirement plan · Spencers Benefits Specialists' Spencers Benefits Specialists - 401(k) held $3K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Nick Rice signed Spencers Benefits Specialists' 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

Spencers Benefits Specialists' EIN is 87-3975671.

EIN 87-3975671

Plan number 001

Plan year 2024

ACK ID 20250723171810NAL0009360706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spencers Benefits Specialists from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spencers Benefits Specialists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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