Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPM, INC.
EIN 27-1512026information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
38
120 VANTIS DRIVE, SUITE 440 - ALISO VIEJO, CA 92656949-900-8167softpointmedia.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 38 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
SPM, INC. 401K PROFIT SHARING PLAN
401k
Assets$16.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPM, INC. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPM, INC. 401K PROFIT SHARING PLAN | 401k | $16.5M | 19 | 2025 | |
| 002 | SPM, INC. CASH BALANCE PLAN | CashBalance | $3.0M | 19 | 2025 |
Retirement plans