Plan Snapshot
- Plan Sponsor: Da Defense Logistics Hq LLC
- Sponsor EIN: 271535383
- Sponsor Address: 9501 GATEWAY W., EL PASO, TX, 79925
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 283 | $8.9M | $3.1M | $292,090 |
| 2023 | 285 | $6.9M | $2.8M | $221,270 |
| 2022 | 377 | $5.0M | $2.4M | $198,572 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $144,809 | $47,625 | — | — | — |
| 2023 | $99,713 | $74,335 | — | — | — |
| 2022 | $77,919 | — | — | — | — |