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  2. SP Asset Management

Filings through Oct 24, 2026.

SP Asset Management

EIN 77-0385520-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$254K assets
Health & Benefits
0
Participants
3
20380 TOWN CENTER LANE, SUITE 205 - CUPERTINO, CA 95014408-257-7711
Plans on this EIN
1 filing
#001401(k)-$254K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SP ASSET MANAGEMENT 401(K) PLAN

401(k)

Assets$254K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SP ASSET MANAGEMENT 401(K) PLAN401(k)$254K32025
  • SP ASSET MANAGEMENT 401(K) PLAN$254K
    #001 · 401(k) · 20253
Retirement plans
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