Plan Snapshot
- Plan Sponsor: Spinoso Real Estate Group Dls, LLC
- Sponsor EIN: 272032228
- Sponsor Address: 112 NORTHERN CONCOURSE, NORTH SYRACUSE, NY, 13212
- Plan Type: DC
- Total Participants: 306
- Total Assets: $6.3M
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 | 306 | $6.3M | $435,329 | $980,562 |
| 2023 | 190 | $4.5M | $359,346 | $699,797 |
| 2022 | 185 | $3.4M | $241,717 | $577,382 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | SERVICE PROVIDER | — | $18,888 | $18,888 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,888
- Estimated Expense Ratio: 0.298% 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 | $7,050 | $7,050 | — | — | — |
| 2023 | $5,350 | $5,350 | — | — | — |
| 2022 | $2,150 | $2,150 | — | — | — |