Plan Snapshot
- Plan Sponsor: Audio Visual Management Solutions, INC.
- Sponsor EIN: 262836386
- Sponsor Address: 814 6TH AVE S, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 366
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 366 | $3.7M | $118,574 | $501,180 |
| 2022 | 286 | $3.3M | $94,442 | $333,652 |
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 |
|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | Recordkeeper | $10,473 | — | $10,473 |
| BETTERMENT FOR BUSINESS, LLC | Recordkeeper | $5,842 | — | $5,842 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROFESSIONAL CAPITAL SERVICES, LLC — Recordkeeper
- BETTERMENT FOR BUSINESS, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,315
- Estimated Expense Ratio: 0.442% 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 |
|---|---|---|---|---|---|
| 2023 | $16,315 | $10,473 | — | — | — |
| 2022 | $52,737 | — | $52,737 | — | — |