401k Plan data: SPERRY & RICE UNION 401(K) PLAN plan

SPERRY & RICE UNION 401(K) PLAN 401k Plan overview

Plan Name	SPERRY & RICE UNION 401(K) PLAN
Plan identification number	002

SPERRY & RICE UNION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPERRY & RICE, LLC has sponsored the creation of one or more 401k plans.

Company Name: SPERRY & RICE, LLC

Employer identification number (EIN): 811145148

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPERRY & RICE UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KORY KENT 2024-04-24
002 2022-01-01 KRISTIN GROSSMAN 2023-07-06
002 2020-01-01 KRISTIN GROSSMAN 2021-07-08
002 2019-01-01 KRISTIN GROSSMAN 2020-07-07
002 2018-01-01 KRISTIN GROSSMAN 2019-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KORY KENT	2024-04-24
002	2022-01-01	KRISTIN GROSSMAN	2023-07-06
002	2020-01-01	KRISTIN GROSSMAN	2021-07-08
002	2019-01-01	KRISTIN GROSSMAN	2020-07-07
002	2018-01-01	KRISTIN GROSSMAN	2019-10-10

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Company Name:	SPERRY & RICE, LLC
Employer identification number (EIN):	811145148
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services