# Spmb LLC 401(k) Plan
Source: https://planprovider.pro/companies/spmb-llc-plan

> Spmb LLC&#39;s 401(k) plan: 59 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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