Plan Snapshot
- Plan Sponsor: Radical Media LLC
- Sponsor EIN: 272664664
- Sponsor Address: 435 HUDSON STREET 6TH FLOOR, NEW YORK, NY, 10014
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $14.9M
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 | 64 | $14.9M | $199,205 | $728,802 |
| 2023 | 64 | $13.3M | $214,102 | $785,656 |
| 2022 | 74 | $12.9M | $234,838 | $824,971 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $32,886 | — | $32,886 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,886
- Estimated Expense Ratio: 0.221% 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 | $36,713 | — | $36,713 | — | — |
| 2023 | $40,382 | $37,733 | — | $2,340 | — |
| 2022 | $66,909 | — | $66,909 | — | — |