# Spencer'S Tv And Appliance 401(k) Plan
Source: https://planprovider.pro/companies/spencer-s-tv-and-appliance-401k-plan

> Spencer'S Tv And Appliance's 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EVERS ROBINSON LTD](https://planprovider.pro/provider/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|—|—|—|

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