Plan Snapshot
- Plan Sponsor: Fivespice LLC
- Sponsor EIN: 201465264
- Sponsor Address: 4800 MEADOWS ROAD, SUITE 300, LAKE OSWEGO, OR, 970355277
- Plan Type: 401(k)
- Total Participants: 444
- Total Assets: $437,473
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. |
|---|---|---|---|---|
| 2024 | 444 | $437,473 | $0 | $198,269 |
| 2023 | 163 | $249,677 | $0 | $129,343 |
| 2022 | 100 | $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 |
|---|---|---|---|---|
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — 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 | $16,891 | — | $14,644 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |