Plan Snapshot
- Plan Sponsor: Ross Video, INC.
- Sponsor EIN: 364446234
- Sponsor Address: P. O. BOX 880, ODGENSBURG, NY, 13669
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 227 | $19.7M | $518,475 | $2.1M |
| 2023 | 258 | $16.4M | $517,170 | $2.3M |
| 2022 | 256 | $11.2M | $391,092 | $1.8M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS LLC | Investment Advisor | $66,056 | — | $66,056 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,652 | — | $27,652 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,576 | — | $8,576 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,284
- Estimated Expense Ratio: 0.519% 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 | $102,284 | $74,632 | — | — | — |
| 2023 | $75,039 | $5,026 | — | — | — |
| 2022 | $47,859 | $2,594 | — | — | — |