Plan Snapshot
- Plan Sponsor: Dai Esop, INC.
- Sponsor EIN: 810781201
- Sponsor Address: 7600 WISCONSIN AVE, BETHESDA, MD, 208143657
- Plan Type: 401(k)
- Total Participants: 811
- Total Assets: $218.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 811 | $218.1M | $3.5M | $10.0M |
| 2023 | 828 | $193.8M | $5.3M | $5.9M |
| 2022 | 713 | $175.1M | $2.6M | $9.2M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
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 | $117,717 | — | $117,717 | — | — |
| 2023 | $73,788 | — | $73,788 | — | — |
| 2022 | $135,228 | — | — | — | — |