Plan Snapshot
- Plan Sponsor: Spr Therapeutics, INC.
- Sponsor EIN: 270337997
- Sponsor Address: 22901 MILLCREEK BOULEVARD SUITE 500, CLEVELAND, OH, 44122
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $15.6M
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 | 264 | $15.6M | $813,611 | $2.3M |
| 2023 | 225 | $11.4M | $647,724 | $2.0M |
| 2022 | 135 | $7.0M | $377,519 | $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 |
|---|---|---|---|---|
| ASCENSUS HOLDINGS DBA FUTUREPLAN | CONTRACT ADMIN | $2,035 | $21,288 | $23,323 |
| MID ATLANTIC TRUST COMPANY | CUSTODIAL | $11,323 | — | $11,323 |
| ASCENSUS INC | CONTRACT ADMIN | $5,953 | — | $5,953 |
| D'AMICO WAWRIN & COMPANY CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MID ATLANTIC TRUST COMPANY — CUSTODIAL
- D'AMICO WAWRIN & COMPANY CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,599
- Estimated Expense Ratio: 0.260% 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 | $22,033 | — | $22,033 | — | — |
| 2023 | $8,825 | — | — | — | — |
| 2022 | — | — | — | — | — |