Plan Snapshot
- Plan Sponsor: Data Analysis, INC.
- Sponsor EIN: 953936696
- Sponsor Address: 12655 BEATRICE STREET, LOS ANGELES, CA, 90066
- Plan Type: 401(k)
- Total Participants: 787
- Total Assets: $89.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 787 | $89.8M | $871,219 | $5.6M |
| 2023 | 756 | $75.3M | $720,302 | $4.8M |
| 2022 | 662 | $63.4M | $636,530 | $4.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $28,365 | $2,542 | $30,907 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $22,897 | — | $22,897 |
| MORNINGSTAR | SERVICE PROVIDER | — | $12,402 | $12,402 |
| WARREN AVERETT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- WARREN AVERETT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,206
- Estimated Expense Ratio: 0.074% 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 | $51,262 | $23,003 | $23,959 | — | — |
| 2023 | $41,454 | $19,386 | $19,018 | — | — |
| 2022 | $39,050 | — | — | — | — |