Plan Snapshot
- Plan Sponsor: Spencer Construction, LLC
- Sponsor EIN: 824089972
- Sponsor Address: 7225 N MONA LISA SUITE 202, TUCSON, AZ, 85741
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $3.0M
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 | 244 | $3.0M | $1.1M | $674,765 |
| 2023 | 302 | $3.7M | $2.7M | $496,815 |
| 2022 | 255 | $879,857 | $146,301 | $212,294 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $59,741 | $14,247 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $22,527 | $15,488 | $7,039 | — | — |