Plan Snapshot
- Plan Sponsor: Spang & Company
- Sponsor EIN: 250809990
- Sponsor Address: 110 DELTA DRIVE, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Plan Number: 014
- Total Participants: 298
- Total Assets: $50.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 298 | $50.4M | $0 | $0 |
| 2024 | 205 | $44.7M | $1.1M | $1.9M |
| 2023 | 126 | $44.4M | $996,188 | $1.7M |
| 2022 | 114 | $37.3M | $912,291 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $23,390 | — | $23,390 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,390
- Estimated Expense Ratio: 0.046% 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 |
|---|---|---|---|---|---|
| 2025 | $8,936,003 | — | — | — | — |
| 2024 | $1,909 | — | $1,909 | — | — |
| 2023 | $2,915 | — | $2,915 | — | — |
| 2022 | $3,100 | — | $3,100 | — | — |