Plan Snapshot
- Plan Sponsor: 899221-01 On The Spot Management, LLC
- Sponsor EIN: 474690446
- Sponsor Address: 1635 NE LOOP 410, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 3,599
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,599 | $27.1M | $1.2M | $3.2M |
| 2023 | 3,387 | $25.2M | $1.3M | $3.1M |
| 2022 | 2,319 | $18.4M | $1.2M | $2.8M |
| 2020 | 0 | $0 | $0 | $0 |
| 2019 | 0 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEAVER & TIDWELL, L.L.P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL, L.L.P — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,967 | $69,843 | $124 | — | — |
| 2023 | $50,311 | $50,114 | $197 | — | — |
| 2022 | $93,228 | $77,211 | $16,017 | — | — |
| 2020 | — | — | — | — | — |
| 2019 | — | — | — | — | — |