Plan Snapshot
- Plan Sponsor: Ampex Data Systems Corporation
- Sponsor EIN: 943112575
- Sponsor Address: 26460 CORPORATE AVE, STE 100, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $36.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 118 | $36.3M | $273,697 | $924,893 |
| 2023 | 72 | $30.6M | $195,545 | $649,353 |
| 2022 | 58 | $24.6M | $147,407 | $554,409 |
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 |
|---|---|---|---|---|
| TBD | TBD | $34,275 | — | $34,275 |
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,275
- Estimated Expense Ratio: 0.094% 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 | $28,919 | $419 | — | — | — |
| 2023 | $354 | $329 | — | — | — |
| 2022 | $27,913 | $63 | — | — | — |