Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SPENCER'S AIR CONDITIONING & APPLIANCE, INC.
EIN 86-0292380Retail TradeLatest filing 2024
Plans
3
Retirement
2
$438.5M assets
Welfare
1
Participants
1,084
17500 S 40TH ST, BLDG E., - CHANDLER, AZ 85226480-505-2355
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $438.5M assets / 693 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#003
SPENCER'S AIR CONDITIONING & APPLIANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$414.8M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPENCER'S TV & APPLIANCE 401K PROFIT SHARING PLAN
401k
Assets$23.6M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
SPENCER'S TV & APPLIANCE 401K PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SPENCER'S AIR CONDITIONING & APPLIANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $414.8M | 302 | 2024 | |
| 002 | SPENCER'S TV & APPLIANCE 401K PROFIT SHARING PLAN | 401k | $23.6M | 391 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | SPENCER'S TV & APPLIANCE 401K PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans