Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
S&P Financial Group, Ltd.
EIN 20-0963622Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
5
931 NORTH PLUM GROVE ROAD - SCHAUMBURG, IL 60173847-517-4300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
S&P FINANCIAL GROUP, LTD. 401(K) PLAN
401(k)
Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
S&P FINANCIAL GROUP, LTD. DEFINED BENEFIT PLAN
Traditional DB
Assets$599K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S&P FINANCIAL GROUP, LTD. 401(K) PLAN | 401(k) | $2.2M | 3 | 2025 | |
| 002 | S&P FINANCIAL GROUP, LTD. DEFINED BENEFIT PLAN | Traditional DB | $599K | 2 | 2025 |
Retirement plans