Plan Snapshot
- Plan Sponsor: Spinal Evolution, INC.
- Sponsor EIN: 320687186
- Sponsor Address: 109 N. FAIRWOOD AVE., SINKING SPRING, PA, 19608
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 39
- Total Assets: $3,769
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 39 | $3,769 | $312,898 | $74,661 |
| 2023 | 29 | $32,773 | $262,035 | $65,281 |
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 |
|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $13,364 | — | $13,364 |
| THE BENECON GROUP | Investment Advisor | $11,101 | — | $11,101 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,465
- Estimated Expense Ratio: 649.111% 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 | $427,573 | — | — | — | — |
| 2023 | $322,554 | — | — | — | — |