Plan Snapshot
- Plan Sponsor: Sbux Management Associates, LLC
- Sponsor EIN: 920457172
- Sponsor Address: 225 W WASHINGTON ST, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 175 | $2.4M | $251,085 | $302,127 |
| 2023 | 677 | $2.2M | $213,039 | $452,594 |
| 2022 | 323 | $69,637 | $520 | $76,709 |
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 |
|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | Recordkeeper | $73,205 | — | $73,205 |
| WILSHIRE ASSOCIATES | Investment Advisor | $14,263 | — | $14,263 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,468
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 |
|---|---|---|---|---|---|
| 2025 | $601,388 | $24,453 | — | — | — |
| 2024 | $95,085 | $14,263 | — | — | — |
| 2023 | $74,770 | $619 | — | — | — |
| 2022 | $8,566 | — | — | — | — |