Plan Snapshot
- Plan Sponsor: Sperber Landscape Companies, LLC
- Sponsor EIN: 824405778
- Sponsor Address: 30700 RUSSELL RANCH ROAD SUITE 120, WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,012
- Total Assets: $43.1M
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 | 3,012 | $43.1M | $2.1M | $3.8M |
| 2023 | 3,196 | $37.0M | $1.9M | $3.6M |
| 2022 | 3,515 | $31.3M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $71,862 | — | $71,862 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $71,776 | — | $71,776 |
| COTA STREET INVESTMENT MANAGEMENT | Investment Advisor | $27,062 | — | $27,062 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,700
- Estimated Expense Ratio: 0.396% 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 | $170,700 | $98,924 | — | — | — |
| 2023 | $141,725 | $84,727 | — | — | — |
| 2022 | $88,055 | $60,812 | $27,243 | — | — |