Assets by plan
Share of aggregate retirement assets
73%top
Filings through .
Sponsor portfolio
Speer Financial, Inc.
EIN 36-2515109financial servicesLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
29
230 W. MONROE STREET, SUITE 2630 - CHICAGO, IL 60606312-346-3700speerfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 29 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#004
SPEER FINANCIAL INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$5.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SPEER FINANCIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SPEER FINANCIAL INC. 401(K) PROFIT SHARING PLAN | 401(k) | $5.4M | 15 | 2025 | |
| 003 | SPEER FINANCIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $2.0M | 14 | 2025 |
Retirement plans