Plan Snapshot
- Plan Sponsor: Spitzer Industries, INC.
- Sponsor EIN: 760495186
- Sponsor Address: 20445 SH 249, HOUSTON, TX, 77077
- Plan Type: 401(k)
- Total Participants: 553
- Total Assets: $16.3M
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 | 553 | $16.3M | $1.3M | $759,789 |
| 2023 | 522 | $13.4M | $0 | $936,304 |
| 2022 | 445 | $11.4M | $32,640 | $823,042 |
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 |
|---|---|---|---|---|
| MELTON AND MELTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON AND MELTON — 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 | $84,586 | $45,419 | $39,167 | — | — |
| 2023 | $72,886 | $38,982 | $33,904 | — | — |
| 2022 | $74,083 | $39,942 | $34,141 | — | — |