Plan Snapshot
- Plan Sponsor: Spokeo INC
- Sponsor EIN: 841707759
- Sponsor Address: 199 S LOS ROBLES AVE STE 711, PASADENA, CA, 911012460
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $16.4M
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 | 140 | $16.4M | $463,209 | $1.4M |
| 2023 | 182 | $13.2M | $813,684 | $1.4M |
| 2022 | 163 | $9.1M | $666,417 | $1.3M |
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 |
|---|---|---|---|---|
| ALMICH & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALMICH & ASSOCIATES — 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 | $9,758 | — | $9,615 | — | — |
| 2023 | $6,920 | — | $6,920 | — | — |
| 2022 | $6,580 | — | $6,580 | — | — |