# Save On Sp LLC DC Plan
Source: https://planprovider.pro/companies/save-on-sp-llc-plan-002

> Save On Sp LLC's DC plan: 210 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, BUFFALO, NY, 14202

- **Plan Type:** DC

- **Total Participants:** 210

- **Total Assets:** $8.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|210|$8.9M|$1.3M|$916,512|

| 2023|200|$6.4M|$1.2M|$895,222|

| 2022|204|$3.6M|$1.2M|$698,278|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$56,308|—|$56,308|

| JEFFREY L. OFFHAUS, CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [JEFFREY L. OFFHAUS, CPA LLC](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:** $56,308

- **Estimated Expense Ratio:** 0.635% 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|$67,762|$1,419|$10,035|—|—|

| 2023|$14,969|$7,641|$7,328|—|—|

| 2022|$4,075|—|$4,075|—|—|

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