# Spring Venture Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/spring-venture-group-llc-401k-plan

> Spring Venture Group, LLC's 401(k) plan: 1,228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spring Venture Group, LLC

- **Sponsor EIN:** 271939808

- **Sponsor Address:** 120 WEST 12TH STREET SUITE 1700, KANSAS CITY, MO, 64105

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

- **Total Participants:** 1,228

- **Total Assets:** $28.4M

## 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|1,228|$28.4M|$2.6M|$5.3M|

| 2023|1,106|$19.6M|$2.0M|$4.0M|

| 2022|940|$12.2M|$1.2M|$3.0M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$45,416|—|$45,416|

| CAP FINANCIAL PARTNERS LLC|NONE|$34,640|—|$34,640|

| PICKETT, CHANEY & MCMULLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PICKETT, CHANEY & MCMULLEN LLP](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,056

- **Estimated Expense Ratio:** 0.282% 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|$80,055|$38,432|—|—|—|

| 2023|$74,948|$6,171|—|—|—|

| 2022|$83,529|—|$7,969|—|$75,560|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/spring-venture-group-llc-401k-plan)

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