# Save On Sp LLC DB Plan
Source: https://planprovider.pro/companies/save-on-sp-llc-plan-001

> Save On Sp LLC's DB plan: 219 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MORGAN STANLEY|FINANCIAL ADVISOR|$14,513|—|$14,513|

| JEFFREY L. OFFHAUS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — FINANCIAL ADVISOR

- [JEFFREY L. OFFHAUS](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,513

- **Estimated Expense Ratio:** 0.217% 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|$14,513|$14,513|—|—|—|

| 2023|$14,998|$14,998|—|—|—|

| 2022|$13,418|$13,418|—|—|—|

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