# Screenbeam INC. 401(k) Plan
Source: https://planprovider.pro/companies/screenbeam-inc-401k-plan

> Screenbeam INC.'s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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