Plan Snapshot
- Plan Sponsor: Spinutech, LLC
- Sponsor EIN: 841687048
- Sponsor Address: 115 E 2ND ST, CEDAR FALLS, IA, 506132729
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 117 | $7.9M | $383,973 | $1.1M |
| 2023 | 151 | $5.6M | $415,702 | $1.1M |
| 2022 | 167 | $3.3M | $393,612 | $1.1M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $27,294 | $4,842 | — | — | — |
| 2023 | $18,374 | $3,587 | — | — | — |
| 2022 | $8,267 | $1,695 | $6,572 | — | — |