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Sponsor portfolio

CHARLES D. SPENCER & ASSOCIATES, INC.

EIN 36-2054894-Information-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
17
2700 LAKE COOK ROAD - RIVERWOODS, IL 60015312-993-7900
Plans on this EIN
1 filing
#001TraditionalDB-$1.6M - 17 part

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Retirement#001

CHARLES D. SPENCER & ASSOCIATES, INC. RETIREMENT TRUST

TraditionalDB

Assets$1.6M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES D. SPENCER & ASSOCIATES, INC. RETIREMENT TRUSTTraditionalDB$1.6M172025
Retirement plans
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