Plan Snapshot
- Plan Sponsor: Spfm, L.P.
- Sponsor EIN: 742738856
- Sponsor Address: 4310 WEST AVE, SAN ANTONIO, TX, 782133033
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $10.1M
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 | 0 | $10.1M | $292,993 | $596,976 |
| 2023 | 0 | $8.9M | $255,086 | $554,560 |
| 2022 | 294 | $7.4M | $241,509 | $509,156 |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — 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 | $54,102 | $26,723 | — | — | — |
| 2023 | $45,407 | $22,661 | — | — | — |
| 2022 | $43,494 | — | $43,494 | — | — |