Plan Snapshot
- Plan Sponsor: Screenvision Direct, INC.
- Sponsor EIN: 223070234
- Sponsor Address: 1411 BROADWAY, 33RD FLOOR, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $24.9M
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 | 152 | $24.9M | $202,870 | $1.3M |
| 2023 | 145 | $22.2M | $211,698 | $1.2M |
| 2022 | 139 | $18.8M | $157,854 | $1.0M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | ACCOUNTING | $30,081 | — | $30,081 |
| GETTRY MARCUS CPA, P.C. | ACCOUNTING | $16,625 | — | $16,625 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,706
- Estimated Expense Ratio: 0.187% 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 | $50,341 | — | $3,634 | $46,707 | — |
| 2023 | $30,625 | — | $3,407 | $27,218 | — |
| 2022 | $3,822 | — | $3,822 | — | — |