Plan Ledger DOL Form 5500 · updated monthly

Screenbeam Inc.401(k)

SCREENBEAM INC. 401(K) SAVINGS PLAN · SAN JOSE, CA · plan year 2023

Reported admin expense ratio · 2023
0.04%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Screenbeam Inc. reported $9,907 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,866 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,913th-largest of 9,483 plans among California employers on file, and the 4,884th of 13,661 in manufacturing. In 2023, employees put in $7.20 for every $1.00 the employer contributed; active participation has shrunk from 57 to 46 since 2022.

Plan summary
Net assets, end of year$26,859,703
Participants with balances137
Active participants46
Employer contributions$85,840
Employee contributions$618,016
Employer contribution per active participant$1,866
Average account balance$196,056
Benefits paid to participants$2,948,866
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 125 accts · $76K emplr
2023$26.9M · 137 accts · $86K emplr
2022$24.3M · 140 accts · $89K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,907
Total administrative$9,907
The Screenbeam Inc. 401(k) match · 2023
Employer contribution per active participant$1,866
Median for plans this size$2,440
2024$1,229 per active participant
2023$1,866 per active participant
2022$1,564 per active participant

Screenbeam Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
SCREENBEAM INC$26,750
PREMIER TRUST INC$2,000
EMPOWER ADVISORY GROUP, LLC · Investment management$107
SECURITIES AMERICA INCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$14,574 · 0.05%
2023$9,907 · 0.04%
2022$2,395 · 0.01%
Similar plansManufacturing · California
Bega North America, Inc. CA$27.2M · 0.03%
Flory Industries, Inc. CA$26.9M · 0.37%
Storm Industries, Inc. CA$26.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842325892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.