Plan Snapshot
- Plan Sponsor: Marketvision Research, INC.
- Sponsor EIN: 311081333
- Sponsor Address: 5151 PFEIFFER RD., SUITE 300, CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $39.9M
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 | 187 | $39.9M | $432,232 | $2.0M |
| 2023 | 175 | $34.1M | $442,602 | $1.9M |
| 2022 | 169 | $27.0M | $402,901 | $1.7M |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — 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 | $48,917 | $4,003 | — | — | — |
| 2023 | $90,020 | $13,100 | — | — | — |
| 2022 | $45,567 | — | — | — | — |