Spartan Management LLC401(k)
SPARTAN MANAGEMENT, LLC 401(K) PLAN · ASHLAND, OR · plan year 2024
Spartan Management LLC reported $31,370 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.74% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (796th of 1,021), and 4,000th of 5,215 in retail trade.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 274384090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.