Plan Snapshot
- Plan Sponsor: American Vision Windows, INC.
- Sponsor EIN: 680448034
- Sponsor Address: 2125 NORTH MADERA ROAD, SUITE A, SIMI VALLEY, CA, 93065
- Plan Type: DC
- Total Participants: 174
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 174 | $4.9M | $0 | $466,640 |
| 2023 | 211 | $4.4M | $0 | $457,711 |
| 2022 | 217 | $3.5M | $0 | $442,854 |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO — Auditor
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 | $62,175 | $30,290 | $3,881 | — | — |
| 2023 | $48,857 | $24,030 | $4,025 | — | — |
| 2022 | $45,935 | — | $45,935 | — | — |