Plan Snapshot
- Plan Sponsor: Barta - Schoenewald, INC. Dba Advanced Motion Controls
- Sponsor EIN: 954188955
- Sponsor Address: 3805 CALLE TECATE, CAMARILLO, CA, 93012
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $18.8M
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 | 114 | $18.8M | $234,291 | $1.0M |
| 2023 | 124 | $16.3M | $240,058 | $1.0M |
| 2022 | 123 | $14.1M | $236,294 | $965,918 |
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 |
|---|---|---|---|---|
| DAVID L BUCK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVID L BUCK, CPA — 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 | $22,155 | $25,473 | — | — | — |
| 2023 | $21,129 | $23,937 | $1,200 | — | — |
| 2022 | $20,457 | $2,250 | — | — | — |