# Speer Financial, INC. DC Plan
Source: https://planprovider.pro/companies/speer-financial-inc-plan-003

> Speer Financial, INC.'s DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Speer Financial INC.](https://planprovider.pro/companies/speer-financial-inc-plan-004) — 13 participants

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