Plan Snapshot
- Plan Sponsor: Spiral Technology, INC.
- Sponsor EIN: 954829596
- Sponsor Address: 229 E AVENUE K8 STE 105, LANCASTER, CA, 935354517
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 25 | $5.2M | $67,797 | $264,110 |
| 2023 | 24 | $5.1M | $77,562 | $278,456 |
| 2022 | 39 | $4.8M | $62,118 | $269,390 |
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 |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | Recordkeeper | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSIONMARK FINANCIAL GROUP LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,000
- Estimated Expense Ratio: 0.192% 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 | $923,029 | — | $13,544 | — | — |
| 2023 | $691,175 | — | $16,218 | — | — |
| 2022 | $443,504 | — | $14,099 | — | — |