Plan Snapshot
- Plan Sponsor: Applied Visual Technology, INC.
- Sponsor EIN: 593514066
- Sponsor Address: 4715 DATA COURT, ORLANDO, FL, 32817
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $7.9M
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 | 136 | $7.9M | $264,235 | $560,374 |
| 2023 | 80 | $6.9M | $224,602 | $464,858 |
| 2022 | 87 | $5.4M | $254,494 | $517,891 |
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 |
|---|---|---|---|---|
| BMSS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS, LLC — 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 | $833,276 | — | $30,554 | — | — |
| 2023 | $244,176 | — | $27,429 | — | — |
| 2022 | $35,528 | $1,327 | — | — | — |