Plan Snapshot
- Plan Sponsor: Ispa Technology, LLC
- Sponsor EIN: 412093351
- Sponsor Address: 6232 KINGBIRD MANOR DRIVE, LITHIA, FL, 335475049
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $14.8M
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 | 97 | $14.8M | $248,355 | $573,104 |
| 2023 | 84 | $13.0M | $248,557 | $547,783 |
| 2022 | 82 | $10.9M | $254,908 | $562,620 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT HOLLAND LLP | Auditor | — | — | $0 |
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 | $2,095 | — | $2,095 | — | — |
| 2023 | $1,300 | — | $1,300 | — | — |
| 2022 | $1,785 | — | $1,785 | — | — |