Plan Snapshot
- Plan Sponsor: Spmb LLC
- Sponsor EIN: 832297738
- Sponsor Address: 80 SIR FRANCES DRAKE BLVD. STE. 3F, LARKSPUR, CA, 94939
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $15.7M
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 | 59 | $15.7M | $240,131 | $983,994 |
| 2023 | 73 | $13.5M | $272,721 | $1.1M |
| 2022 | 167 | $10.8M | $384,075 | $1.2M |
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 |
|---|---|---|---|---|
| JLK ROSENBERGER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JLK ROSENBERGER, LLP — 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 | $65,367 | $60,967 | $4,400 | — | — |
| 2023 | $67,265 | $65,790 | $1,475 | — | — |
| 2022 | — | — | — | — | — |