20300930-Dk-Butterfly-1, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: 20300930-Dk-Butterfly-1, INC.
  • Sponsor EIN: 112250488
  • Sponsor Address: PO BOX 1596, UNION, NJ, 07083
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
20230$70$0$7.8M
202213,345$513.8M$6.2M$21.8M

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
EMPOWER ANNUITY INSURANCE COMPANY OOther Service Provider$1,536,648$1,536,648
GELTRUDE & COMPANY LLCOther Service Provider$186,982$186,982
KESTRA ADVISORY SERVICES LLCOther Service Provider$149,702$149,702
PREMIERE INC- DBA QUICKLY PRINTINGOther Service Provider$18,836$18,836

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $1,892,168

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
2024
2023$894,607
2022$495,745$29,950$350,382$20,535

Similar Plans