Plan Snapshot
- Plan Sponsor: S.P. Company, INC.
- Sponsor EIN: 340661511
- Sponsor Address: 400 W. RAILROAD STREET, COLUMBIANA, OH, 44408
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $14.5M
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 | 176 | $14.5M | $232,491 | $945,222 |
| 2023 | 173 | $12.9M | $226,778 | $873,093 |
| 2022 | 158 | $10.6M | $204,408 | $754,484 |
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 |
|---|---|---|---|---|
| PACKER THOMAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — Auditor
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 | $7,958 | — | $7,958 | — | — |
| 2023 | $6,441 | — | $6,441 | — | — |
| 2022 | $7,616 | — | $7,616 | — | — |