# Spirit Airlines, INC. 401(k) Plan
Source: https://planprovider.pro/companies/spirit-airlines-inc-401k-plan-002

> Spirit Airlines, INC.'s 401(k) plan: 3,199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spirit Airlines, INC.

- **Sponsor EIN:** 381747023

- **Sponsor Address:** 1731 RADIANT DRIVE, DANIA BEACH, FL, 33004

- **Plan Type:** 401(k)

- **Total Participants:** 3,199

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,199|$1.2B|$108.4M|$47.2M|

| 2023|3,658|$948.1M|$94.3M|$43.6M|

| 2022|3,163|$691.2M|$74.1M|$36.4M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$170,397|—|$170,397|

| ALLWORTH FINANCIAL LP|NONE|$52,503|—|$52,503|

| CHARLES SCHWAB & CO., INC.|NONE|$30,162|—|$30,162|

| BONFIRE FINANCIAL LLC|NONE|$26,458|—|$26,458|

| MORNINGSTAR INVESTMENT SERVICE|NONE|$25,598|—|$25,598|

| CBIZ CPAS P.C.|NONE|$22,400|—|$22,400|

| CREATIVE PLANNING LLC|NONE|$20,616|—|$20,616|

| SYMPHONY FINANCIAL LTD. CO|NONE|$17,216|—|$17,216|

| RWQ FINANCIAL MANAGEMENT SERVI|NONE|$14,635|—|$14,635|

| MOUNTAIN CAPITAL INVESTMENT AD|NONE|$7,966|—|$7,966|

| LITTLE HOUSE CAPITAL LLC|NONE|$7,738|—|$7,738|

| ZWJ INVESTMENT COUNSEL INC|NONE|$6,442|—|$6,442|

| FISHER INVESTMENTS|NONE|$6,325|—|$6,325|

| BRINKER CAPITAL INVESTMENTS LL|NONE|$6,315|—|$6,315|

| STONEBRIDGE CAPITAL ADVISORS L|NONE|$5,564|—|$5,564|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORNINGSTAR INVESTMENT SERVICE](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $420,335

- **Estimated Expense Ratio:** 0.036% 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|$457,328|$415,278|—|$22,400|—|

| 2023|$260,389|$239,089|—|—|—|

| 2022|$190,017|$106,077|—|—|—|

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