# Spartan Investment Group 401(k) Plan
Source: https://planprovider.pro/companies/spartan-investment-group-352513708-001

> Spartan Investment Group's 401(k) plan: 215 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Spartan Investment Group

- **Sponsor EIN:** 352513708

- **Sponsor Address:** 17301 W COLFAX AVE SUITE 120, GOLDEN, CO, 80401

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

- **Plan Number:** 001

- **Total Participants:** 215

- **Total Assets:** $2.1M

## 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|215|$2.1M|$0|$0|

| 2023|121|$877,910|$136,329|$396,072|

## 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|

| HUMAN INTEREST ADVISOR LLC|Recordkeeper|$13,007|—|$13,007|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,007

- **Estimated Expense Ratio:** 0.617% 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|$377,230|$13,007|—|—|—|

| 2023|$142,900|—|—|—|—|

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