# Spring Oaks Capital 401(k) Plan
Source: https://planprovider.pro/companies/spring-oaks-capital-plan

> Spring Oaks Capital's 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spring Oaks Capital

- **Sponsor EIN:** 842869830

- **Sponsor Address:** 1400 CROSSWAYS BLVD STE 100B, CHESAPEAKE, VA, 233200207

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

- **Total Participants:** 290

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|290|$4.1M|$630,794|$1.0M|

| 2023|229|$2.6M|$531,950|$872,657|

| 2022|219|$1.1M|$367,117|$576,523|

## 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|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$63,794|—|$63,794|—|—|

| 2023|$44,109|—|$44,109|—|—|

| 2022|—|—|—|—|—|

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