Plan Snapshot
- Plan Sponsor: Save On Sp LLC
- Sponsor EIN: 473603390
- Sponsor Address: 40 LA RIVIERE DRIVE - SUITE 310, BUFFALO, NY, 14202
- Plan Type: DB
- Total Participants: 219
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $6.7M | $850,000 | $0 |
| 2023 | 203 | $5.5M | $1.1M | $0 |
| 2022 | 205 | $4.1M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| JEFFREY L. OFFHAUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JEFFREY L. OFFHAUS — 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 | $14,513 | $14,513 | — | — | — |
| 2023 | $14,998 | $14,998 | — | — | — |
| 2022 | $13,418 | $13,418 | — | — | — |