# Intevac, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intevac-inc-401k-plan

> Intevac, INC.'s 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intevac, INC.

- **Sponsor EIN:** 943125814

- **Sponsor Address:** 3560 BASSETT STREET, SANTA CLARA, CA, 95054

- **Plan Type:** 401(k)

- **Total Participants:** 51

- **Total Assets:** $44.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|51|$44.4M|$151,623|$1.1M|

| 2023|74|$42.8M|$154,054|$1.1M|

| 2022|93|$39.9M|$153,826|$1.1M|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$41,424|—|$41,424|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$29,787|—|$29,787|

| AUDIT AND TAX SOLUTIONS CPAS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AUDIT AND TAX SOLUTIONS CPAS, INC.](https://planprovider.pro/provider/audit-and-tax-solutions-cpas-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $71,211

- **Estimated Expense Ratio:** 0.160% 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|$74,248|$44,461|—|—|—|

| 2023|$69,749|$42,974|—|—|—|

| 2022|$92,070|—|$92,070|—|—|

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