Plan Snapshot
- Plan Sponsor: Spangler Candy Company
- Sponsor EIN: 344360680
- Sponsor Address: P.O. BOX 71, BRYAN, OH, 435060071
- Plan Type: DB
- Total Participants: 34
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 34 | $18.8M | $500,000 | $0 |
| 2023 | 35 | $20.3M | $0 | $0 |
| 2022 | 38 | $20.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $126,651 | — | $126,651 |
| LINCOLN FINANCIAL ADVS CORP | Investment Advisor | — | $19,396 | $19,396 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN FINANCIAL ADVS CORP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,047
- Estimated Expense Ratio: 0.778% 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 | $141,801 | — | $126,651 | — | — |
| 2023 | $153,821 | — | $116,201 | — | — |
| 2022 | $123,978 | — | $110,426 | — | — |