Plan Snapshot
- Plan Sponsor: Nikon Precision INC
- Sponsor EIN: 942837900
- Sponsor Address: 1399 SHOREWAY ROAD, BELMONT, CA, 94002
- Plan Type: DC
- Total Participants: 431
- Total Assets: $293.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 431 | $293.7M | $2.7M | $7.2M |
| 2023 | 482 | $253.9M | $2.9M | $7.2M |
| 2022 | 510 | $212.1M | $2.9M | $7.0M |
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 |
|---|---|---|---|---|
| SAGE VIEW | INVESTMENT ADVISOR | $54,000 | — | $54,000 |
| MILLER KAPLAN ARASE LLP | ACCOUNTANT/AUDITOR | $15,000 | — | $15,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,543 | — | $14,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGE VIEW — INVESTMENT ADVISOR
- MILLER KAPLAN ARASE LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,543
- Estimated Expense Ratio: 0.028% 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 | -$6,265 | $68,543 | — | $15,000 | — |
| 2023 | $14,105 | $45,834 | $1,800 | $15,000 | — |
| 2022 | $4,866 | $5,902 | — | — | — |