# Barta - Schoenewald, INC. Dba Advanced Motion Controls 401(k) Plan
Source: https://planprovider.pro/companies/barta-schoenewald-inc-dba-advanced-motion-controls-401k-plan

> Barta - Schoenewald, INC. Dba Advanced Motion Controls's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WORLD INVESTMENT ADVISORS LLC|ADVISOR|$11,934|—|$11,934|

| RAYMOND JAMES AND ASSOCIATES, INC.|INVESTMENT ADVISOR|$10,000|—|$10,000|

| DAVID L BUCK, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES AND ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

- [DAVID L BUCK, CPA](https://planprovider.pro/provider/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:** $21,934

- **Estimated Expense Ratio:** 0.116% 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|$22,155|$25,473|—|—|—|

| 2023|$21,129|$23,937|$1,200|—|—|

| 2022|$20,457|$2,250|—|—|—|

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