Plan Snapshot
- Plan Sponsor: Spencer'S Tv And Appliance
- Sponsor EIN: 860292380
- Sponsor Address: 17500 S 40TH ST, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 334 | $23.6M | $306,618 | $1.8M |
| 2023 | 263 | $21.2M | $294,991 | $1.7M |
| 2022 | 252 | $17.8M | $271,195 | $1.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,096 | — | $9,096 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,400 | — | $7,400 |
| EVERS ROBINSON LTD | Auditor | $4,300 | — | $4,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EVERS ROBINSON LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,796
- Estimated Expense Ratio: 0.088% 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 | $20,796 | $9,096 | — | $4,300 | — |
| 2023 | $17,121 | $8,471 | — | — | — |
| 2022 | $14,574 | $8,624 | — | — | — |