Original filing (PDF)20250506161413NAL0006106035001

SPEAR STREET CAPITAL, LLC

Name: SPEAR STREET CAPITAL, LLC — SPEAR STREET CAPITAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SPEAR STREET CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

SPEAR STREET CAPITAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPEAR STREET CAPITAL, LLC.

Plan sponsor

Name

SPEAR STREET CAPITAL, LLC

EIN

94-3404892

Address

ONE MARKET PLAZA · SUITE 1050 · SAN FRANCISCO, CA · 94105

Phone

(415) 222-7437

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

METHOD MORTGAGE, LLC

METHOD MORTGAGE, LLC RETIREMENT PLAN

$2.5M · 13 participants

LEGACY GROUP CAPITAL, LLC

LEGACY GROUP CAPITAL LLC 401(K) RETIREMENT SAVINGS PLAN

$2.5M · 79 participants

HIGHLAND MORTGAGE

HIGHLAND MORTGAGE 401(K) PLAN

$2.6M · 181 participants

CARDINAL FINANCIAL, LLC

CARDINAL FINANCIAL LLC 401(K) PROFIT SHARING PLAN

$2.6M · 2 participants

AMERICAN MORTGAGE & REALTY, CORP

AMERICAN MORTGAGE & REALTY, CORP 401(K) RETIREMENT PLAN