Plan Snapshot
- Plan Sponsor: The Spyglass Group, LLC
- Sponsor EIN: 461520213
- Sponsor Address: 25777 DETROIT ROAD, SUITE 400, WESTLAKE, OH, 44145
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $8.3M
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 | 84 | $8.3M | $67,882 | $606,245 |
| 2023 | 88 | $7.2M | $70,140 | $596,859 |
| 2022 | 92 | $5.9M | $74,224 | $606,751 |
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 |
|---|---|---|---|---|
| CORRIGAN KRAUSE | Auditor | — | — | $0 |
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 | $69,520 | $31,606 | $36,239 | — | — |
| 2023 | $58,527 | $25,957 | $2,175 | — | — |
| 2022 | $52,694 | $24,211 | $28,483 | — | — |