# Spinal Evolution, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spinal-evolution-inc-320687186-501

> Spinal Evolution, INC.'s 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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