# Spee Dee Delivery Service, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spee-dee-delivery-service-inc-401k-plan

> Spee Dee Delivery Service, INC.'s 401(k) plan: 1,141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spee Dee Delivery Service, INC.

- **Sponsor EIN:** 411530767

- **Sponsor Address:** PO BOX 1417, ST CLOUD, MN, 563021417

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

- **Total Participants:** 1,141

- **Total Assets:** $52.9M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,141|$52.9M|$380,879|$2.1M|

| 2023|1,536|$54.1M|$381,129|$2.1M|

| 2022|1,393|$50.2M|$397,134|$2.2M|

## 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|

| WEALTH MANAGEMENT|ADVISOR|$30,514|—|$30,514|

| PENTEGRA SERVICES|RECORDKEEPER|$18,854|—|$18,854|

| RELIANCE TRUST|TRUSTEE|$6,185|—|$6,185|

| EMPOWER ANNUITY INS CO OF AM|RECORDKEEPER|$6,059|—|$6,059|

| BERGANKDV, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RELIANCE TRUST](https://planprovider.pro/provider/charles-schwab-and-co-inc) — TRUSTEE

- [BERGANKDV, LTD](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,612

- **Estimated Expense Ratio:** 0.116% 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|$60,082|$30,514|$10,353|—|—|

| 2023|$80,544|—|—|—|—|

| 2022|$84,128|—|$53,825|—|$30,303|

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