# Daniels Sharpsmart, INC. 401(k) Plan
Source: https://planprovider.pro/companies/daniels-sharpsmart-inc-401k-plan

> Daniels Sharpsmart, INC.'s 401(k) plan: 922 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daniels Sharpsmart, INC.

- **Sponsor EIN:** 841617227

- **Sponsor Address:** 111 W JACKSON BLVD SUITE 1900, CHICAGO, IL, 60604

- **Plan Type:** 401(k)

- **Total Participants:** 922

- **Total Assets:** $14.8M

## 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|922|$14.8M|$957,114|$2.8M|

| 2023|776|$10.3M|$588,671|$2.2M|

| 2022|703|$6.7M|$187,050|$1.7M|

## 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 O|RECORDKEEPER|$118,988|—|$118,988|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$15,731|—|$15,731|

| WINTRUST INVESTMENTS LLC|INVESTMENT ADVISOR|$15,177|—|$15,177|

| ANDERS MINKLER HUBER & HELM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [ANDERS MINKLER HUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,896

- **Estimated Expense Ratio:** 1.010% 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|

| 2024|$153,622|$34,634|—|—|—|

| 2023|$101,671|$26,751|—|—|—|

| 2022|$100,579|—|$100,579|—|—|

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