Plan Snapshot
- Plan Sponsor: Sp Holding Enterprises Corp
- Sponsor EIN: 870559538
- Sponsor Address: P.O. BOX 65250, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Total Participants: 1,012
- Total Assets: $72.8M
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. |
|---|---|---|---|---|
| 2024 | 1,012 | $72.8M | $1.4M | $4.0M |
| 2023 | 1,053 | $69.5M | $1.7M | $4.7M |
| 2022 | 1,205 | $61.1M | $1.7M | $4.9M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $168,216 | $30,000 | — | — | — |
| 2023 | $182,183 | $30,000 | — | — | — |
| 2022 | $230,153 | — | — | — | — |