Plan Snapshot
- Plan Sponsor: Fivespice LLC
- Sponsor EIN: 201465264
- Sponsor Address: 4800 MEADOWS ROAD, SUITE 300, LAKE OSWEGO, OR, 970355277
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $665,373
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $665,373 | $0 | $0 |
| 2024 | 444 | $437,473 | $0 | $198,269 |
| 2023 | 199 | $249,677 | $0 | $129,343 |
| 2022 | 99 | $130,419 | $0 | $92,022 |
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 |
|---|---|---|---|---|
| VESTWELL | Recordkeeper | $27,970 | — | $27,970 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,970
- Estimated Expense Ratio: 4.204% 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 |
|---|---|---|---|---|---|
| 2025 | $99,048 | $1,149 | $22,602 | — | — |
| 2024 | $16,891 | — | $14,644 | — | — |
| 2023 | $39,820 | — | — | — | — |
| 2022 | $20,760 | — | — | — | — |