Plan Snapshot
- Plan Sponsor: Contract Datascan, LP
- Sponsor EIN: 752496977
- Sponsor Address: 1234 LAKESHORE DRIVE, COPPELL, TX, 75019
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 185
- Total Assets: $7.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 185 | $7.9M | $0 | $0 |
| 2023 | 148 | $5.3M | $259,155 | $633,919 |
| 2022 | 101 | $5.9M | $214,569 | $519,315 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $22,793 | — | $22,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,793
- Estimated Expense Ratio: 0.289% 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 | $1,441,016 | — | $27,301 | — | — |
| 2023 | $53,314 | — | $29,849 | $13,000 | — |
| 2022 | $25,443 | — | $22,553 | — | $2,890 |