Plan Snapshot
- Plan Sponsor: Ad Results Media, LLC
- Sponsor EIN: 813524324
- Sponsor Address: 3120 SOUTHWEST FWY, SUIT 101, HOUSTON, TX, 77098
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 66 | $5.8M | $290,625 | $459,730 |
| 2023 | 72 | $5.0M | $260,891 | $398,623 |
| 2022 | 105 | $4.0M | $277,080 | $443,127 |
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 |
|---|---|---|---|---|
| BETTERMENT HOLDINGS, INC. | RECORDKEEPER | $20,598 | — | $20,598 |
| BAUER & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,598
- Estimated Expense Ratio: 0.357% 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 | $23,829 | — | $3,231 | — | — |
| 2023 | $25,416 | — | $2,149 | — | — |
| 2022 | $21,890 | — | $21,890 | — | — |