Plan Snapshot
- Plan Sponsor: North American Video Corportion
- Sponsor EIN: 042534190
- Sponsor Address: 1335 S ACACIA AVE, FULLERTON, CA, 928315315
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $26.4M
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 | 211 | $26.4M | $665 | $1.2M |
| 2023 | 215 | $22.8M | $4,423 | $1.2M |
| 2022 | 220 | $21.4M | $0 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $91,168 | — | $91,168 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISORY | — | $46,914 | $46,914 |
| ROORDA, PIQUET & BESSEE INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,082
- Estimated Expense Ratio: 0.523% 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 | $91,168 | — | $91,168 | — | — |
| 2023 | $82,425 | — | $82,425 | — | — |
| 2022 | $80,172 | — | $80,172 | — | — |