Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPOTLIGHT ADVISORS, LLC
EIN 27-1484419entertainmentLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
12
299 SOUTH MAIN STREET SUITE 1300 - SALT LAKE CITY, UT 84111212-300-2475spotlightadvisorygroup.comLinkedIn1-10 employeesentertainment
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 12 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#002
SPOTLIGHT ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SPOTLIGHT ADVISORS, LLC 401(K) PLAN
401k
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPOTLIGHT ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $2.7M | 6 | 2025 | |
| 001 | SPOTLIGHT ADVISORS, LLC 401(K) PLAN | 401k | $1.3M | 6 | 2025 |
Retirement plans