Plan Snapshot
- Plan Sponsor: Sandy Pine Systems, INC.
- Sponsor EIN: 262886260
- Sponsor Address: 4774 33RD AVE, COLUMBUS, NE, 68601
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $5.5M | $285,774 | $548,952 |
| 2023 | 202 | $4.6M | $262,655 | $494,655 |
| 2022 | 168 | $3.6M | $207,291 | $411,127 |
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 |
|---|---|---|---|---|
| HBE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE LLP — 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 | $59,328 | $2,579 | — | — | — |
| 2023 | $46,654 | $1,863 | $42,241 | — | — |
| 2022 | $13,041 | — | — | — | $13,041 |