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  2. Spe Wealth Management Inc

Filings through Oct 24, 2026.

Spe Wealth Management Inc

EIN 87-1180733-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$492K assets
Health & Benefits
0
Participants
3
PO BOX 777 - SOUTH FALLSBURG, NY 12779845-798-1911
Plans on this EIN
1 filing
#001401(k)-$492K - 3 part

Plan summaries

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

Retirement#001

SPE WEALTH MANAGEMENT INC - 401K

401(k)

Assets$492K
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
#001SPE WEALTH MANAGEMENT INC - 401K401(k)$492K32025
  • SPE WEALTH MANAGEMENT INC - 401K$492K
    #001 · 401(k) · 20253
Retirement plans
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