Plan Snapshot
- Plan Sponsor: Polyvision Corporation
- Sponsor EIN: 133482597
- Sponsor Address: 4301 NORTH WOOD DRIVE, OKMULGEE, OK, 74447
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $7.0M
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 | 93 | $7.0M | $143,527 | $601,647 |
| 2023 | 108 | $8.0M | $200,974 | $541,834 |
| 2022 | 136 | $9.2M | $220,583 | $608,746 |
| 2013 | 36 | $3.3M | $0 | $0 |
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 | $12,516 | — | $12,516 |
| LPL FINANCIAL CORPORATION RPCP | Investment Advisor | $11,147 | — | $11,147 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- LPL FINANCIAL CORPORATION RPCP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,663
- Estimated Expense Ratio: 0.340% 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 | $42,613 | — | — | — | — |
| 2023 | $47,304 | $13,747 | — | $12,000 | — |
| 2022 | $50,500 | — | $50,500 | — | — |
| 2013 | $2,740 | — | $2,740 | — | — |