How big is Sperry Capital Inc.'s plan?

Sperry Capital Inc.'s plan reported $585K in assets and 6 participants for 2025.

Original filing (PDF)20260516020602NAL0019451970001

Sperry Capital Inc.

Name: Sperry Capital Inc. — Sperry Capital 401(k) Plan, Form 5500 (2025)
Creator: Sperry Capital Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sperry Capital 401(k) Plan

401(k) retirement plan · Sperry Capital Inc.'s Sperry Capital 401(k) Plan held $585K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$585K

Net assets (EOY)

$585K

People on this filing

Bryant Jenkins signed Sperry Capital Inc.'s 2025 Form 5500 as plan administrator.

Bryant Jenkins — 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

Sperry Capital Inc.'s EIN is 94-3222765.

EIN 94-3222765

Plan number 001

Plan year 2025

ACK ID 20260516020602NAL0019451970001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sperry Capital Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sperry Capital Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SPERRY CAPITAL INC.

EIN

all filings

Address

591 REDWOOD HIGHWAY FRONTAGE ROAD · SUITE 3260 · MILL VALLEY, CA · 94941

Phone

(650) 996-5075

Industry

Professional & Technical Services

Plan administrator