Plan Snapshot
- Plan Sponsor: Screenbeam INC.
- Sponsor EIN: 842325892
- Sponsor Address: 220 DEVCON DR, SAN JOSE, CA, 951124210
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $26.2M
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. |
|---|---|---|---|---|
| 2024 | 62 | $26.2M | $76,194 | $600,167 |
| 2023 | 46 | $26.9M | $85,840 | $618,016 |
| 2022 | 57 | $24.3M | $89,126 | $674,537 |
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 |
|---|---|---|---|---|
| SECURITIES AMERICA INC | BROKER/ADVISER | — | $35,586 | $35,586 |
| OSAIC WEALTH INC | BROKER/ADVISER | — | $18,834 | $18,834 |
| MILLER, KAPLAN, ARASE LLP | OTHER | $14,250 | — | $14,250 |
| MILLER KAPLAN ARASE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,670
- Estimated Expense Ratio: 0.262% 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 | $14,574 | — | — | — | — |
| 2023 | $9,907 | — | — | — | — |
| 2022 | $2,395 | $2,005 | — | — | — |