Plan Snapshot
- Plan Sponsor: Spartan Organization, INC.
- Sponsor EIN: 232615240
- Sponsor Address: 40 E. SKIPPACK PIKE, FT. WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $16.7M
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 | 65 | $16.7M | $65,684 | $323,049 |
| 2023 | 131 | $18.6M | $104,935 | $469,887 |
| 2022 | 123 | $16.8M | $137,951 | $480,479 |
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 |
|---|---|---|---|---|
| BBD, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,857 | — | $27,857 | — | — |
| 2023 | $27,774 | — | $27,774 | — | — |
| 2022 | $29,962 | — | $29,962 | — | — |