Plan Snapshot
- Plan Sponsor: Spirit Human Resources, LLC
- Sponsor EIN: 474960461
- Sponsor Address: 3817 NORTHWEST EXPRESSWAY, OKLAHOMA CITY, OK, 73112
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $20.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 379 | $20.0M | $618,570 | $1.4M |
| 2023 | 296 | $15.4M | $593,612 | $1.2M |
| 2022 | 418 | $21.7M | $855,363 | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $170,958 | — | $134,438 | — | — |
| 2023 | $130,611 | — | $104,312 | — | — |
| 2022 | $152,194 | $32,815 | $119,379 | — | — |