Plan Snapshot
- Plan Sponsor: Spectrix Analytical Services, LLC
- Sponsor EIN: 061546173
- Sponsor Address: 410 SACKETT POINT RD., NORTH HAVEN, CT, 06473
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 230 | $15.8M | $722,100 | $1.6M |
| 2023 | 198 | $13.3M | $603,176 | $1.4M |
| 2022 | 203 | $9.7M | $512,976 | $1.3M |
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 |
|---|---|---|---|---|
| COHNREZNICK 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 | $17,983 | $12,352 | $580 | — | — |
| 2023 | $18,043 | $12,548 | $440 | — | — |
| 2022 | $15,081 | $12,521 | $2,560 | — | — |