Plan Snapshot
- Plan Sponsor: Data Monitor Systems, INC.
- Sponsor EIN: 730973133
- Sponsor Address: 316 S. MIDWEST BLVD, MIDWEST CITY, OK, 73110
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $6.2M
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 | 174 | $6.2M | $648,671 | $296,316 |
| 2023 | 208 | $6.1M | $648,689 | $273,088 |
| 2022 | 211 | $5.5M | $610,060 | $343,152 |
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 |
|---|---|---|---|---|
| GRAY, BLODGETT & COMPANY, 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 | $54,157 | $32,287 | — | — | — |
| 2023 | $47,172 | $27,050 | — | — | — |
| 2022 | $63,766 | — | — | — | — |