Plan Snapshot
- Plan Sponsor: Spencer Gifts LLC
- Sponsor EIN: 710878043
- Sponsor Address: 6826 BLACK HORSE PIKE, EGG HARBOR TOWNSHIP, NJ, 08234
- Plan Type: DB
- Total Participants: 0
- Total Assets: $10,889
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $10,889 | $269,461 | $0 |
| 2023 | 123 | $22.7M | $0 | $0 |
| 2022 | 137 | $21.9M | $0 | $0 |
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 AND COMPANY LLC | Auditor | $10,889 | — | $10,889 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $10,889
- Estimated Expense Ratio: 100.000% 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 | $358,182 | $46,530 | — | $10,889 | — |
| 2023 | $333,036 | $96,443 | — | $15,500 | — |
| 2022 | $393,782 | $112,444 | — | — | $114,106 |