Plan Snapshot
- Plan Sponsor: Spine Wave, INC.
- Sponsor EIN: 330954246
- Sponsor Address: 3 ENTERPRISE DRIVE, SHELTON, CT, 06484
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $26.3M
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 | 59 | $26.3M | $231,752 | $856,404 |
| 2023 | 76 | $23.6M | $262,902 | $938,354 |
| 2022 | 74 | $19.1M | $252,470 | $881,711 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $39,086 | — | — | — | — |
| 2023 | $64,025 | — | — | — | — |
| 2022 | $77,225 | — | — | — | — |