# Spencer Gifts LLC 401(k) Plan
Source: https://planprovider.pro/companies/spencer-gifts-llc-401k-plan

> Spencer Gifts LLC's 401(k) plan: 4,222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spencer Gifts LLC

- **Sponsor EIN:** 710878043

- **Sponsor Address:** 6826 BLACK HORSE PIKE, EGG HARBOR TOWNSHIP, NJ, 08234

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

- **Total Participants:** 4,222

- **Total Assets:** $71.0M

## 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|4,222|$71.0M|$4.1M|$8.0M|

| 2023|3,869|$54.2M|$3.9M|$7.6M|

| 2022|3,266|$38.0M|$3.5M|$6.3M|

## 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|

| GELTRUDE & COMPANY,LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GELTRUDE & COMPANY,LLC](https://planprovider.pro/provider/geltrude-and-company-llc) — 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|$176,645|$39,971|$136,674|—|—|

| 2023|$137,905|$35,000|$102,905|—|—|

| 2022|$98,792|$20,000|$78,792|—|—|

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