Plan Snapshot
- Plan Sponsor: Spinal Elements, INC.
- Sponsor EIN: 260894757
- Sponsor Address: 3115 MELROSE DRIVE, CARLSBAD, CA, 92010
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $15.8M
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 | 113 | $15.8M | $534,609 | $1.3M |
| 2023 | 103 | $13.7M | $564,581 | $1.2M |
| 2022 | 121 | $10.9M | $572,642 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,431 | — | $12,431 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $8,000 | — | $8,000 |
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- JGD & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,431
- Estimated Expense Ratio: 0.130% 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 | $25,945 | $13,514 | — | — | — |
| 2023 | $23,663 | $12,942 | — | — | — |
| 2022 | $26,221 | $769 | — | — | — |