# Spalding Consulting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spalding-consulting-inc-401k-plan

> Spalding Consulting, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Spalding Consulting, INC.

- **Sponsor EIN:** 522291300

- **Sponsor Address:** 46655 EXPEDITION DRIVE, SUITE 100, LEXINGTON PARK, MD, 20653

- **Plan Type:** 401(k)

- **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.|

| 2024|0|$0|$509,252|$2.3M|

| 2023|326|$28.3M|$556,420|$2.9M|

| 2022|294|$22.0M|$454,861|$2.4M|

## 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|NONE|$88,556|—|$88,556|

| GLOBAL RETIREMENT PARTNERS|NONE|$79,444|—|$79,444|

| DUNCAN FINANCIAL GROUP, LLC|TPA|$20,000|—|$20,000|

| HEIMLANTZ CPAS AND ADVISORS, 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) — NONE

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $188,000

### 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|$85,746|—|$85,496|—|—|

| 2023|$91,071|—|$91,071|—|—|

| 2022|$72,691|—|$72,691|—|—|

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