Plan Snapshot
- Plan Sponsor: Spreetail, LLC
- Sponsor EIN: 202898162
- Sponsor Address: 2021 TRANSFORMATION DRIVE STE. 2500, LINCOLN, NE, 68508
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 623 | $8.6M | $4,822 | $2.0M |
| 2022 | 790 | $7.9M | $0 | $3.5M |
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 |
|---|---|---|---|---|
| FORUSALL, INC. | Other Service Provider | $44,338 | — | $44,338 |
| AT RETIREMENT SERVICES, LLC | Other Service Provider | $38,470 | — | $38,470 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,808
- Estimated Expense Ratio: 0.965% 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 |
|---|---|---|---|---|---|
| 2023 | $41,404 | — | $22,169 | — | — |
| 2022 | $31,709 | — | — | — | $31,709 |