Plan Snapshot
- Plan Sponsor: Technivate, INC.
- Sponsor EIN: 232671070
- Sponsor Address: 1020 BROAD RUN ROAD, LANDENBERG, PA, 19350
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 35
- Total Assets: $85
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 35 | $85 | $0 | $0 |
| 2024 | 39 | $32,277 | $476,933 | $104,966 |
| 2023 | 36 | $139,275 | $445,044 | $97,270 |
| 2022 | 37 | $110,775 | $461,795 | $104,650 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $47,877 | — | $47,877 |
| EPIC INSURANCE BROKERS (NY) | Investment Advisor | $16,796 | — | $16,796 |
| AETNA HEALTH PLANS | Other Service Provider | $13,290 | — | $13,290 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,963
- Estimated Expense Ratio: 91721.176% 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 | $700,141 | — | — | — | — |
| 2024 | $730,594 | — | — | — | — |
| 2023 | $510,541 | — | — | — | — |
| 2022 | $576,293 | — | — | — | — |