Spencer Ogden 401(k) Plan: Login, Facts & Contact Information

Spencer Ogden 401(k) Plan Facts

Plan name
SPENCER OGDEN 401(K) PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SPENCER OGDEN
Participants
569 (325 active employees)
Former employees with a balance
108
Plan assets
$6,676,285 at Dec 31, 2024
Average account balance
$25,877 across 258 accounts
Employer contributions
$230,940 in plan year 2024 (8% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.74 million went into the plan in contributions, $230,940 of it from the employer (8%).
  • $1.40 million was paid out to participants.
  • Investment and other income added $799,315.
  • Administrative expenses were $12,696, about $49 per account.

How the Spencer Ogden 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019339$1.03 million$4,931$206,434
2020475$1.98 million$109,083$251,791
2021462$2.73 million$110,017$494,292
2022579$2.94 million$122,055$554,156
2023517$4.59 million$161,876$1.05 million
2024569$6.68 million$230,940$1.40 million

Spencer Ogden 401(k) Contact Information

Phone
713-358-7916
Mailing address
2727 ALLEN PARKWAY SUITE 700, HOUSTON TX 77019
Plan sponsor
SPENCER OGDEN
Employer identification number (EIN)
45-2263819
Plan number
001

Questions about the Spencer Ogden 401(k)

Does Spencer Ogden contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $230,940, 8% of all contributions.

Does the Spencer Ogden 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Spencer Ogden 401(k) plan?

569 participants at the start of plan year 2024, 325 of them active employees, and 108 former employees who still had money in the plan.

What is the average 401(k) balance at Spencer Ogden?

About $25,877 per account: $6.68 million in plan assets across 258 accounts with a balance at the end of plan year 2024.

Who manages the Spencer Ogden 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Spencer Ogden. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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