Plan Snapshot
- Plan Sponsor: Firstspear LLC
- Sponsor EIN: 273575440
- Sponsor Address: 2015 CORPORATE 44 DR, FENTON, MO, 630262517
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $4.4M
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 | 179 | $4.4M | $280,334 | $501,041 |
| 2023 | 153 | $3.1M | $232,868 | $380,812 |
| 2022 | 155 | $2.1M | $219,975 | $350,354 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $18,671 | $3,616 | $14,195 | — | — |
| 2023 | $14,362 | $2,459 | $11,043 | — | — |
| 2022 | $9,045 | $1,861 | $7,184 | — | — |