Plan Snapshot
- Plan Sponsor: Studio 3 Marketing
- Sponsor EIN: 463867404
- Sponsor Address: 16327 FLINTROCK ROAD, AUSTIN, TX, 78738
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 162
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 162 | $3.5M | $0 | $0 |
| 2024 | 139 | $2.0M | $228,744 | $377,626 |
| 2023 | 71 | $999,214 | $0 | $0 |
| 2022 | 83 | $509,144 | $205,882 | $289,692 |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | Recordkeeper | $14,431 | — | $14,431 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,431
- Estimated Expense Ratio: 0.418% 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 | $227,135 | $14,431 | — | — | — |
| 2024 | $54,183 | — | — | — | — |
| 2023 | $6,063 | — | — | — | — |
| 2022 | $6,792 | — | — | — | — |