Retirement plan

SILVUS TECHNOLOGIES, INC. 401(K) PLAN

Name: SILVUS TECHNOLOGIES, INC. - SILVUS TECHNOLOGIES, INC. 401(K) PLAN (2023) Form 5500
Creator: SILVUS TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILVUS TECHNOLOGIES, INC. 401(K) PLAN, SILVUS TECHNOLOGIES, INC.

SILVUS TECHNOLOGIES, INC.EIN 20-1402290Plan #001PY 2023

10990 WILSHIRE BLVD., SUITE 1500 - LOS ANGELES, CA 90024310-479-3333silvustechnologies.comLinkedIn51-200 employeestelecommunications

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4.6M

+136.6% from 2022

Total participants

222

+55.2% from 2022

Average account balance

$23,786

+60.2% from 2022

Annual return

36.53%

+36.53 pp from 2022

Benchmarks

See 4,137 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,137 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$31K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

278

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+47.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$61

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931	Recordkeeping	$7,987
ACTUARIAL BENEFITS CORP2+ years Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505	Actuarial	$0
CENTURY CAPITAL MANAGEMENT, LLC2+ years Filed as: AM CENTURY Service code 28 · EIN 44-6006315	Investment Management	$0
CENTURY CAPITAL MANAGEMENT, LLC2+ years Filed as: AM CENTURY FUNDS Service code 28	Investment Management	$0
AMERICAN FUNDS2+ years Service code 28 · EIN 95-6817943	Investment Management	$0
ARTISAN PARTNERS2+ years Filed as: ARTISAN Service code 28 · EIN 82-2914399	Investment Management	$0
BLACKROCK2+ years Service code 28 · EIN 51-0318674	Investment Management	$0
COLUMBIA2+ years Service code 28	Investment Management	$0
COLUMBIA EMERGING2+ years Service code 28 · EIN 13-3972639	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$45 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.172%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WINDES, INC.
Auditor EIN: 953001179
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,786

$76,112-68.7%

$96,544-75.4%

$71,529-66.7%

Participation rate

84.7%

74.4%+10.3pp

76.0%+8.8pp

67.9%+16.8pp

Annual return

36.53%

22.80%+13.7pp

25.88%+10.7pp

28.97%+7.6pp

Employer contribution / active EE

$3,768

$2,248+67.6%

$2,966+27.0%

$2,590+45.5%

Participant deferral / active EE

$7,732

$4,217+83.4%

$4,851+59.4%

$4,291+80.2%

Admin fee / account holder

$41

$2,708-98.5%

$8,254-99.5%

$1,588-97.4%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2+ years

Filed as: T. ROWE PRICE

Service code 15 · EIN 52-1309931

Recordkeeping

$7,987

ACTUARIAL BENEFITS CORP2+ years

Service code 11 · EIN 20-1054428

2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505

Actuarial

CENTURY CAPITAL MANAGEMENT, LLC2+ years

Filed as: AM CENTURY

Service code 28 · EIN 44-6006315

Investment Management

CENTURY CAPITAL MANAGEMENT, LLC2+ years

Filed as: AM CENTURY FUNDS

Service code 28

Investment Management

AMERICAN FUNDS2+ years

Service code 28 · EIN 95-6817943

Investment Management

ARTISAN PARTNERS2+ years

Filed as: ARTISAN

Service code 28 · EIN 82-2914399

Investment Management

BLACKROCK2+ years

Service code 28 · EIN 51-0318674

Investment Management

COLUMBIA2+ years

Service code 28

Investment Management

COLUMBIA EMERGING2+ years

Service code 28 · EIN 13-3972639

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

SILVUS TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SILVUS TECHNOLOGIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion