# Poyner Spruill LLP DC Plan
Source: https://planprovider.pro/companies/poyner-spruill-llp-plan-001

> Poyner Spruill LLP's DC plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Poyner Spruill LLP

- **Sponsor EIN:** 561493995

- **Sponsor Address:** PO BOX 1801, RALEIGH, NC, 276021801

- **Plan Type:** DC

- **Total Participants:** 171

- **Total Assets:** $71.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|171|$71.8M|$891,590|$1.8M|

| 2023|172|$65.3M|$817,495|$1.8M|

| 2022|168|$59.3M|$760,837|$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|

| SCHWAB RETIREMENT PLAN SERVICES, IN|NONE|$46,358|—|$46,358|

| MORGAN STANLEY CAPITAL MANAGE|NONE|$34,891|—|$34,891|

| COOK STREET CONSULTING, INC|NONE|$33,875|—|$33,875|

| ELLIOTT GROUP, CPAS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES, IN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY CAPITAL MANAGE](https://planprovider.pro/provider/morgan-stanley) — NONE

- [COOK STREET CONSULTING, INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [ELLIOTT GROUP, CPAS LLC](https://planprovider.pro/provider/elliott-group-cpas-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $115,124

- **Estimated Expense Ratio:** 0.160% 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|$115,123|$68,765|—|—|—|

| 2023|$109,689|$66,762|—|—|—|

| 2022|$109,116|$63,136|—|—|—|

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