# Spears Manufacturing Co. 401(k) Plan
Source: https://planprovider.pro/companies/spears-manufacturing-co-401k-plan-002

> Spears Manufacturing Co.'s 401(k) plan: 2,021 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spears Manufacturing Co.

- **Sponsor EIN:** 952647135

- **Sponsor Address:** 15853 OLDEN STREET, SYLMAR, CA, 91342

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

- **Total Participants:** 2,021

- **Total Assets:** $65.0M

## 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|2,021|$65.0M|$1.2M|$2.5M|

| 2023|1,939|$61.9M|$1.2M|$2.4M|

| 2022|1,807|$55.8M|$1.2M|$2.5M|

## 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|$19,190|—|$19,190|

| STRATEGIC ADVISORS, INC.|ADVISOR|$13,690|—|$13,690|

| MEIHAUS CPA,PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MEIHAUS CPA,PC](https://planprovider.pro/provider/meihaus-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,880

- **Estimated Expense Ratio:** 0.051% 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|$32,880|$13,690|—|—|—|

| 2023|$33,683|$14,120|—|—|—|

| 2022|$35,798|$16,342|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/spears-manufacturing-co-401k-plan-002)

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