Plan Snapshot
- Plan Sponsor: Kaspien INC.
- Sponsor EIN: 262711978
- Sponsor Address: 2818 N. SULLIVAN RD., SUITE 130, SPOKANE VALLEY, WA, 99216
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 13 | $4.0M | $246,555 | $391,808 |
| 2022 | 96 | $3.5M | $349,672 | $519,786 |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | RIA | $28,554 | — | $28,554 |
| DECORIA, BLAIR & TEAGUE, PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS — RIA
- DECORIA, BLAIR & TEAGUE, PS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,554
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 | $15,615 | — | $15,615 | — | — |
| 2023 | $38,096 | — | $38,096 | — | — |
| 2022 | $34,084 | — | $34,084 | — | — |