# Spring Arbor Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/spring-arbor-management-llc-401k-plan

> Spring Arbor Management, LLC's 401(k) plan: 1,764 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spring Arbor Management, LLC

- **Sponsor EIN:** 843550203

- **Sponsor Address:** 420 S ORANGE AVENUE SUITE 400, ORLANDO, FL, 32801

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

- **Total Participants:** 1,764

- **Total Assets:** $12.0M

## 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|1,764|$12.0M|$1.1M|$1.7M|

| 2023|1,375|$10.0M|$721,422|$1.3M|

| 2022|1,288|$8.3M|$334,219|$718,260|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$53,573|—|$53,573|

| MCDIRMIT DAVIS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MCDIRMIT DAVIS](https://planprovider.pro/provider/mcdirmit-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,573

- **Estimated Expense Ratio:** 0.446% 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|$56,927|$3,354|—|—|—|

| 2023|$38,178|$1,184|—|—|—|

| 2022|$3,321|—|$3,321|—|—|

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