Plan Snapshot
- Plan Sponsor: Speer Financial INC.
- Sponsor EIN: 362515109
- Sponsor Address: 230 W. MONROE ST. SUITE 2630, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $4.6M | $43,411 | $82,873 |
| 2023 | 13 | $4.1M | $101,049 | $57,172 |
| 2022 | 15 | $3.4M | $49,373 | $147,414 |