Plan Snapshot
- Plan Sponsor: Performance Designed Products
- Sponsor EIN: 954643404
- Sponsor Address: 1050 W ALAMEDA AVE, BURBANK, CA, 91506
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 69
- Total Assets: $6.5M
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. |
|---|---|---|---|---|
| 2023 | 69 | $6.5M | $116,727 | $549,268 |
| 2022 | 71 | $6.7M | $143,614 | $504,302 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $10,888 | — | $10,888 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $7,520 | — | $7,520 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,408
- Estimated Expense Ratio: 0.283% 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 |
|---|---|---|---|---|---|
| 2023 | $32,442 | $16,509 | — | — | — |
| 2022 | $34,131 | $1,091 | — | — | — |