PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SPENCER DRUG, LLC
Sponsor portfolio

SPENCER DRUG, LLC

EIN 26-3193266-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
53
1874 HILLGATE DR. - LEXINGTON, KY 40515606-723-5446
Plans on this EIN
2 filings
#001401k-$3.4M - 32 part#002CashBalance-$2.0M - 21 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DRUG RETIREMENT PLAN (#001)63%
  • DEFINED BENEFIT PENSION (#002)37%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DRUG RETIREMENT PLAN (#001)32
  • DEFINED BENEFIT PENSION (#002)21
Total 53Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPENCER DRUG RETIREMENT PLAN

401k

Assets$3.4M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPENCER DRUG, LLC DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$2.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPENCER DRUG RETIREMENT PLAN401k$3.4M322025
002SPENCER DRUG, LLC DEFINED BENEFIT PENSION PLANCashBalance$2.0M212024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica