Plan Snapshot
- Plan Sponsor: Spf Mgt. Co., LLC
- Sponsor EIN: 593607011
- Sponsor Address: 13922 MONROES BUSINESS PARK, TAMPA, FL, 33635
- Plan Type: DC
- Total Participants: 184
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 184 | $4.2M | $161,691 | $264,219 |
| 2023 | 170 | $3.8M | $183,088 | $249,884 |
| 2022 | 144 | $3.0M | $188,394 | $265,402 |
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 |
|---|---|---|---|---|
| RIVERO, GORDIMER & COMPANY, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RIVERO, GORDIMER & COMPANY, PA — 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 | $3,653 | — | $3,653 | — | — |
| 2023 | $2,152 | — | $2,152 | — | — |
| 2022 | $4,239 | — | $4,239 | — | — |