Plan Snapshot
- Plan Sponsor: Data Intensity LLC
- Sponsor EIN: 043567891
- Sponsor Address: 535 MADISON AVE FL4, COVINGTON, KY, 410111663
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 71 | $9.8M | $181,445 | $790,258 |
| 2023 | 76 | $8.2M | $170,188 | $805,136 |
| 2022 | 91 | $7.8M | $171,396 | $1.0M |
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 |
|---|---|---|---|---|
| PLANTE MORAN, PLLC | 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 | $11,493 | — | $11,493 | — | — |
| 2023 | $68,105 | — | $68,105 | — | — |
| 2022 | $97,133 | — | $97,133 | — | — |