Plan Snapshot
- Plan Sponsor: Arena Sports, INC.
- Sponsor EIN: 911688347
- Sponsor Address: 9040 WILLOWS RD NE, REDMOND, WA, 98052
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 121
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 121 | $8.6M | $240,332 | $485,218 |
| 2023 | 102 | $7.0M | $408,080 | $447,974 |
| 2022 | 92 | $5.2M | $168,239 | $330,732 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $36,332 | — | $36,332 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $26,970 | — | $26,970 |
| SHANNON & ASSOCIATES LLP | Auditor | $17,894 | — | $17,894 |
| HUNNEX AND SHOEMAKER, INC. | Other Service Provider | $8,756 | $64 | $8,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
- SHANNON & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,016
- Estimated Expense Ratio: 1.044% of plan assets
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 | $89,946 | $89,946 | — | — | — |
| 2023 | $66,374 | $66,374 | — | — | — |
| 2022 | $63,611 | $63,611 | — | — | — |