Plan Snapshot
- Plan Sponsor: Rsi Visual Systems, INC.
- Sponsor EIN: 752657466
- Sponsor Address: 2100 STATE HWY 121, GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 125
- Total Assets: $13.8M
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. |
|---|---|---|---|---|
| 2025 | 125 | $13.8M | $0 | $0 |
| 2024 | 110 | $11.5M | $579,515 | $704,435 |
| 2023 | 72 | $9.3M | $465,950 | $498,726 |
| 2022 | 61 | $7.4M | $420,246 | $435,127 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY INSURANCE SERVICES I | Investment Advisor | — | $25,951 | $25,951 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,985 | — | $12,985 |
| NOVA 401(K) ASSOCIATES | Other Service Provider | — | $10,520 | $10,520 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,456
- Estimated Expense Ratio: 0.359% 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 |
|---|---|---|---|---|---|
| 2025 | $688,989 | — | $13,502 | — | — |
| 2024 | $215,091 | — | — | — | — |
| 2023 | $447,650 | — | — | — | — |
| 2022 | $781,043 | — | — | — | — |