Plan Snapshot
- Plan Sponsor: Kelly Spicers INC.
- Sponsor EIN: 952366121
- Sponsor Address: 12310 EAST SLAUSON AVENUE, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $133.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 547 | $133.3M | $2.6M | $4.4M |
| 2023 | 550 | $119.3M | $2.5M | $4.2M |
| 2022 | 560 | $101.5M | $2.3M | $3.8M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC. | NONE | $52,113 | — | $52,113 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,113
- Estimated Expense Ratio: 0.039% 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 |
|---|---|---|---|---|---|
| 2024 | $52,113 | — | — | — | — |
| 2023 | $55,113 | — | — | — | — |
| 2022 | $57,163 | — | — | — | — |