401k Record

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Movista 401(k)

Recordkeeping fees per participant · Many Happy Returns 401(k) Plan · plan year 2024

$80.46

Higher than 53% of the 7,477 plans $1 to 10M that report it.

Source

= $7,322 / 91
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731182556NAL0003324787001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731182556NAL0003324787001, received 2025-07-31

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-31.

Cost and contributions

Administrative expenses excluding investment management, per participant

$91.62

10th: $13.66median $103.3390th: $302.77

Higher than 46% of the 14,713 plans $1 to 10M that report it.

Source

= $8,337 / 91
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731182556NAL0003324787001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731182556NAL0003324787001, received 2025-07-31

Administrative expenses per participant

$234.57

10th: $19.42median $150.2790th: $370.75

Higher than 70% of the 15,210 plans $1 to 10M that report it.

Source

= $21,346 / 91
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731182556NAL0003324787001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731182556NAL0003324787001, received 2025-07-31

Administrative expenses as a share of assets

0.427%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 41% of the 15,243 plans $1 to 10M that report it.

Source

= $21,346 / $4,996,308
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731182556NAL0003324787001, received 2025-07-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731182556NAL0003324787001, received 2025-07-31

Employer contributions per participant

$2,003

10th: $357median $1,32390th: $2,861

Higher than 73% of the 13,342 plans $1 to 10M that report it.

Source

= $182,270 / 91
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731182556NAL0003324787001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731182556NAL0003324787001, received 2025-07-31

Employer share of total contributions

18.7%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 22% of the 13,370 plans $1 to 10M that report it.

Source

= $182,270 / $974,675
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731182556NAL0003324787001, received 2025-07-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731182556NAL0003324787001, received 2025-07-31

Plan terms, as stated in Movista, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250731182556NAL0003324787001, received 2025-07-31

Full record, Many Happy Returns 401(k) Plan

FieldValueSource
Plan sponsorMOVISTA, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250731182556NAL0003324787001, received 2025-07-31
Plan nameMANY HAPPY RETURNS 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250731182556NAL0003324787001, received 2025-07-31
Sponsor EIN / plan number26-3463558 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250731182556NAL0003324787001, received 2025-07-31
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250731182556NAL0003324787001, received 2025-07-31
Sponsor locationBENTONVILLE, ARForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250731182556NAL0003324787001, received 2025-07-31
Industry (business code)541512, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250731182556NAL0003324787001, received 2025-07-31
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250731182556NAL0003324787001, received 2025-07-31
Filing received2025-07-31Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250731182556NAL0003324787001, received 2025-07-31
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250731182556NAL0003324787001, received 2025-07-31
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250731182556NAL0003324787001, received 2025-07-31
Participants, beginning of year130Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250731182556NAL0003324787001, received 2025-07-31
Active participants64Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250731182556NAL0003324787001, received 2025-07-31
Participants, end of year105Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250731182556NAL0003324787001, received 2025-07-31
Participants with an account balance91Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731182556NAL0003324787001, received 2025-07-31
Total assets, beginning of year$4,351,710Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250731182556NAL0003324787001, received 2025-07-31
Total assets, end of year$4,996,308Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731182556NAL0003324787001, received 2025-07-31
Net assets, end of year$4,996,308Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250731182556NAL0003324787001, received 2025-07-31
Total income$1,665,226Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250731182556NAL0003324787001, received 2025-07-31
Net income$644,598Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250731182556NAL0003324787001, received 2025-07-31
Employer contributions$182,270Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731182556NAL0003324787001, received 2025-07-31
Participant contributions$494,385Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250731182556NAL0003324787001, received 2025-07-31
Other contributions (incl. rollovers)$298,020Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250731182556NAL0003324787001, received 2025-07-31
Total contributions$974,675Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731182556NAL0003324787001, received 2025-07-31
Benefit payments$998,981Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250731182556NAL0003324787001, received 2025-07-31
Total expenses (incl. benefit payments)$1,020,628Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250731182556NAL0003324787001, received 2025-07-31
Total administrative expenses$21,346Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731182556NAL0003324787001, received 2025-07-31
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250731182556NAL0003324787001, received 2025-07-31
Recordkeeping fees$7,322Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731182556NAL0003324787001, received 2025-07-31
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250731182556NAL0003324787001, received 2025-07-31
Investment advisory and management fees$13,009Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250731182556NAL0003324787001, received 2025-07-31
Administrative expenses excluding investment management$8,337derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731182556NAL0003324787001, received 2025-07-31
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250731182556NAL0003324787001, received 2025-07-31
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250731182556NAL0003324787001, received 2025-07-31
Held in mutual funds$4,905,003Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250731182556NAL0003324787001, received 2025-07-31
Independent auditorSIKICH CPA LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250731182556NAL0003324787001, received 2025-07-31

Position = column in the DOL layout for form year 2024. Filing 20250731182556NAL0003324787001, received 2025-07-31.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
WORLD INVESTMENT ADVISORS LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $13,009no
EMPOWER ANNUITY INSURANCE COMPANY OrecordkeeperRECORDKEEPER 64 Recordkeeping fees $7,322yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250731182556NAL0003324787001, received 2025-07-31.

What changed since the 2023 plan year

Figure20232024Change
Total assets$4,351,710$4,996,30814.8%
Participants with a balance11291-18.8%
Administrative expenses$32,138$21,346-33.6%
Recordkeeping fees per participantnot reported$80.46
Employer contributions$166,888$182,2709.2%

Prior filing 20241011145158NAL0011050259001, received 2024-10-11; the plan years are contiguous.

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Sponsor name as filed: MOVISTA, INC.; SEC registrant: Movista, Inc. (CIK 1528340, matched by EIN).