Plan Snapshot
- Plan Sponsor: Peak Sport & Spine
- Sponsor EIN: 900180929
- Sponsor Address: 3301 BERRYWOOD DR, COLUMBIA, MO, 652016517
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $27.1M
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 | 442 | $27.1M | $1.0M | $2.2M |
| 2023 | 435 | $20.9M | $878,269 | $1.9M |
| 2022 | 417 | $16.1M | $782,240 | $1.7M |
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 |
|---|---|---|---|---|
| GARRETY AND ASSOCIATES CPA, LLC | 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 | $96,872 | $11,606 | $60,570 | — | — |
| 2023 | $77,605 | $7,537 | $46,732 | — | — |
| 2022 | $67,009 | $6,164 | $60,845 | — | — |