Plan Snapshot
- Plan Sponsor: Data And Contact Management Solutions, LLC
- Sponsor EIN: 510584320
- Sponsor Address: 1550 AMERICAN BLVD E, BLOOMINGTON, MN, 554251116
- Plan Type: 401(k)
- Total Participants: 465
- Total Assets: $20.1M
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 | 465 | $20.1M | $553,602 | $1.7M |
| 2023 | 419 | $16.6M | $472,543 | $1.5M |
| 2022 | 327 | $14.5M | $435,176 | $1.4M |
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 |
|---|---|---|---|---|
| BDO USA P.C. | Auditor | $4,998 | — | $4,998 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,998
- Estimated Expense Ratio: 0.025% 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 | $78,156 | $23,344 | $49,814 | $4,998 | — |
| 2023 | $68,312 | $22,666 | $45,646 | — | — |
| 2022 | $68,072 | $27,509 | $40,563 | — | — |