Plan Snapshot
- Plan Sponsor: Spear Education, LLC
- Sponsor EIN: 208610060
- Sponsor Address: 7201 E. PRINCESS BLVD., SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $13.6M
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. |
|---|---|---|---|---|
| 2024 | 174 | $13.6M | $374,374 | $1.3M |
| 2023 | 210 | $12.8M | $595,096 | $1.6M |
| 2022 | 272 | $10.3M | $630,443 | $1.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $67,040 | $37,513 | — | — | — |
| 2023 | $57,578 | $30,955 | — | — | — |
| 2022 | $53,572 | $24,882 | $28,690 | — | — |