# Spartan Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/spartan-management-llc-274384090-001

> Spartan Management LLC's 401(k) plan: 364 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spartan Management LLC

- **Sponsor EIN:** 274384090

- **Sponsor Address:** 66 WATER STREET, ASHLAND, OR, 97520

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

- **Plan Number:** 001

- **Total Participants:** 364

- **Total Assets:** $5.1M

## 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|364|$5.1M|$0|$510,340|

| 2024|355|$4.2M|$0|$511,575|

| 2023|354|$3.9M|$0|$607,860|

| 2022|375|$3.7M|$0|$705,521|

## 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|$27,681|—|$27,681|

| D A DAVIDSON & CO INC|Investment Advisor|—|$17,649|$17,649|

| PROFESSIONAL BENEFIT SERVICES, INC.|Recordkeeper|$3,687|$1,765|$5,452|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [D A DAVIDSON & CO INC](https://planprovider.pro/provider/da-davidson-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,782

- **Estimated Expense Ratio:** 0.991% 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|$308,351|—|—|—|—|

| 2024|$31,370|—|$31,370|—|—|

| 2023|$34,885|—|$31,545|—|—|

| 2022|$27,956|—|$27,956|—|—|

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