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Original filing (PDF)20251015111115NAL0002301875001
SPIRIT HUMAN RESOURCES, LLC
Form 5500
FILING_RECEIVED
SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS
401(k) retirement plan
Signals · 2
~85 bps in Sched C feesNo recordkeeper disclosed
Active participants
379
Accounts w/ balance
361
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
54 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 194% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIRIT HUMAN RESOURCES, LLC.
Plan sponsor
Name
SPIRIT HUMAN RESOURCES, LLC
EIN
47-4960461
Address
3817 NORTHWEST EXPRESSWAY · SUITE 400 · OKLAHOMA CITY, OK · 73112
Phone
(405) 951-5300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | 65-0608221 | — | TPA | $107K | — |
| SPIRIT HUMAN RESOURCES, LLC | 47-4960461 | — | PLAN ADMINISTRATOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLAVIC MUTUAL FUND MANAGEMENT CORP. | 59-2749576 | — | PORTFOLIO MGMT FEE | $37K | — |
Investments
42 direct securities· $19.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $6.0M | 29.9% | |
| Vanguard Intermediate-Term Bond Index Ad Mutual Funds (1) | — | — | — | $2.9M | 14.4% | |
| Vanguard Federal Money Market Mutual Funds (1) | — | — | — | $1.5M | 7.5% | |
| iShares MSCI EAFE International Index K Mutual Funds (1) | — | — | — | $1.3M | 6.6% | |
| Vanguard Consumer Staples Index Mutual Funds (1) | — | — | — | $1.3M | 6.6% | |
| Vanguard 500 Index Admiral Mutual Funds (1) | — | — | — | $1.1M | 5.6% | |
| Vanguard Value Index Admiral Mutual Funds (1) | — | — | — | $638K | 3.2% | |
| Vanguard Target Retirement 2040 Mutual Funds (1) | — | — | — | $564K | 2.8% | |
| Vanguard Mid Cap Index Admiral Mutual Funds (1) | — | — | — | $540K | 2.7% | |
| Vanguard Target Retirement Income Mutual Funds (1) | — | — | — | $359K | 1.8% | |
| Fidelity US Bond Index Mutual Funds (1) | — | — | — | $344K | 1.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Funds (1) | — | — | — | $317K | 1.6% | |
| Vanguard VUIAX - Vanguard Utilities Index Admiral | — | — | — | $315K | 1.6% | |
| Participant Loans 4.25% - 9.50% interest | — | — | — | $253K | 1.3% | |
| Vanguard Target Retirement 2020 Mutual Funds (1) | — | — | — | $215K | 1.1% | |
| Vanguard VITAX - Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $174K | 0.9% | |
| Victory URSBX - Victory Short Term Bond Fund R6 Shares | — | — | — | $166K | 0.8% | |
| Vanguard VTIVX - Vanguard Target Retirement 2045 | — | — | — | $156K | 0.8% | |
| Vanguard Target Retirement 2050 Mutual Funds (1) | — | — | — | $153K | 0.8% | |
| JPMorgan Core Plus Bond Fund R6 Mutual Funds (1) | — | — | — | $143K | 0.7% | |
| Vanguard Small Cap Index Admiral Mutual Funds (1) | — | — | — | $141K | 0.7% | |
| DFA Real Estate Securities Mutual Funds (1) | — | — | — | $137K | 0.7% | |
| Principal Investors High Yield II Mutual Funds (1) | — | — | — | $124K | 0.6% | |
| Vanguard Small Cap Value Index Adm Mutual Funds (1) | — | — | — | $98K | 0.5% | |
| Fidelity Emerging Markets Index Mutual Funds (1) | — | — | — | $85K | 0.4% | |
| Vanguard Mid Cap Value Index Admiral Mutual Funds (1) | — | — | — | $77K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds (1) | — | — | — | $76K | 0.4% | |
| Vanguard Short-Term Federal Admiral Mutual Funds (1) | — | — | — | $70K | 0.4% | |
| Vanguard VTIAX - Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $68K | 0.3% | |
| Vanguard VENAX - Vanguard Energy Index Admiral | — | — | — | $67K | 0.3% | |
| Vanguard Small Cap Growth Index Adm Mutual Funds (1) | — | — | — | $59K | 0.3% | |
| Vanguard Target Retirement 2025 Mutual Funds (1) | — | — | — | $58K | 0.3% | |
| Vanguard Target Retirement 2035 Mutual Funds (1) | — | — | — | $58K | 0.3% | |
| Invesco Discovery Mid Cap Growth Fund RI Mutual Funds (1) | — | — | — | $56K | 0.3% | |
| Vanguard Target Retirement 2055 Mutual Funds (1) | — | — | — | $53K | 0.3% | |
| iShares Total U.S. Stock Market Index K Mutual Funds (1) | — | — | — | $34K | 0.2% | |
| Vanguard VTAPX - Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $31K | 0.2% | |
| American Funds RNPGX - American Funds New Perspective R6 | — | — | — | $24K | 0.1% | |
| Vanguard Target Retirement 2060 Mutual Funds (1) | — | — | — | $21K | 0.1% | |
| DFA Inflation Protected SEC Port Mutual Funds (1) | — | — | — | $16K | <0.1% | |
| Vanguard Mid Cap Growth Mutual Funds (1) | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2030 Mutual Funds (1) | — | — | — | $7K | <0.1% |
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