Plan Snapshot
- Plan Sponsor: Spartan Light Metal Products, INC.
- Sponsor EIN: 370805188
- Sponsor Address: 3668 S GEYER SUITE 210, ST. LOUIS, MO, 63127
- Plan Type: 401(k)
- Total Participants: 848
- Total Assets: $71.4M
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 | 848 | $71.4M | $1.7M | $5.2M |
| 2023 | 804 | $65.7M | $1.6M | $4.8M |
| 2022 | 825 | $55.2M | $1.5M | $4.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $90,452 | — | $90,452 |
| CREATIVE PLANNING | CONSULTANT | $53,045 | — | $53,045 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $18,758 | — | $18,758 |
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,255
- Estimated Expense Ratio: 0.227% 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 | $162,255 | $18,758 | — | — | — |
| 2023 | $161,591 | $26,839 | — | — | — |
| 2022 | $138,864 | $13,104 | — | — | — |