Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPENCER PRODUCTS CO.
EIN 34-1422845Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$16.1M assets
Welfare
0
Participants
103
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.1M assets / 103 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
SPENCER PRODUCTS CO. PROFIT SHARING RETIREMENT PLAN
401k
Assets$12.9M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SPENCER PRODUCTS CO. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.2M
Participants40
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 | SPENCER PRODUCTS CO. PROFIT SHARING RETIREMENT PLAN | 401k | $12.9M | 63 | 2025 | |
| 004 | SPENCER PRODUCTS CO. CASH BALANCE PENSION PLAN | CashBalance | $3.2M | 40 | 2025 |
Retirement plans