# Speer Financial INC. 401(k) Plan
Source: https://planprovider.pro/companies/speer-financial-inc-plan-004

> Speer Financial INC.'s 401(k) plan: 13 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 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|

## Similar Plans

- [Speer Financial, INC.](https://planprovider.pro/companies/speer-financial-inc-plan-003) — 14 participants

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