Plan Snapshot
- Plan Sponsor: Antares Vision North America
- Sponsor EIN: 455671366
- Sponsor Address: 200 CENTURY PKWY, MT. LAUREL TOWNERSHIP, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $20.7M
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 | 191 | $20.7M | $678,373 | $1.6M |
| 2023 | 219 | $18.6M | $707,919 | $1.7M |
| 2022 | 137 | $12.7M | $63,585 | $265,883 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $33,860 | — | $33,860 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $29,473 | — | $29,473 |
| TRINITY PENSION CONSULTANTS | TPA | $6,230 | — | $6,230 |
| COKER AND COMPANY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,563
- Estimated Expense Ratio: 0.336% 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 | $124,015 | — | $124,015 | — | — |
| 2023 | $77,478 | — | $77,478 | — | — |
| 2022 | — | — | — | — | — |