# Spri Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/spri-ltd-401k-plan

> Spri Ltd.'s 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spri Ltd.

- **Sponsor EIN:** 364478949

- **Sponsor Address:** 233 S. WACKER DRIVE, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 154

- **Total Assets:** $35.5M

## 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|154|$35.5M|$330,777|$2.0M|

| 2023|133|$30.7M|$373,278|$2.1M|

| 2022|150|$25.4M|$409,316|$1.9M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$68,330|—|$68,330|

| FIDELITY WORKPLACE SERVICES, LLC|PLAN ADMINISTRATOR|$15,257|—|$15,257|

| CHERRY BEKAERT LLP|Auditor|$4,988|—|$4,988|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,575

- **Estimated Expense Ratio:** 0.249% 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|$88,133|$68,330|$1,135|$4,988|—|

| 2023|$93,490|$57,420|$1,219|$13,150|—|

| 2022|$95,710|—|—|—|—|

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