Plan Snapshot
- Plan Sponsor: Spothero, INC.
- Sponsor EIN: 455389124
- Sponsor Address: 125 S CLARK STREET FLOOR 13, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 210 | $16.4M | $655,453 | $2.1M |
| 2023 | 187 | $11.8M | $597,567 | $1.9M |
| 2022 | 181 | $8.4M | $538,894 | $1.7M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Investment Advisor | $39,381 | — | $39,381 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,580 | — | $5,580 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,961
- Estimated Expense Ratio: 0.275% of plan assets
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 | $46,099 | $44,961 | — | — | — |
| 2023 | $37,653 | $36,428 | — | — | — |
| 2022 | $25,973 | $1,078 | — | — | — |