Plan Snapshot
- Plan Sponsor: Speer Financial, INC.
- Sponsor EIN: 362515109
- Sponsor Address: 230 W. MONROE STREET, CHICAGO, IL, 60606
- Plan Type: DC
- Total Participants: 14
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $1.8M | $0 | $0 |
| 2023 | 13 | $1.8M | $0 | $0 |
| 2022 | 15 | $1.9M | $66,703 | $0 |