Plan Snapshot
- Plan Sponsor: Saec/Kinetic Vision, INC.
- Sponsor EIN: 311231057
- Sponsor Address: 10651 AEROHUB BLVD., CINCINNATI, OH, 45215
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $14.0M
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 | 129 | $14.0M | $309,055 | $1.2M |
| 2023 | 136 | $11.9M | $312,298 | $1.1M |
| 2022 | 144 | $9.1M | $150,733 | $1.2M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,579 | $16,328 | — | — | — |
| 2023 | $16,423 | $15,032 | — | — | — |
| 2022 | $14,889 | $601 | — | — | — |