Plan Snapshot
- Plan Sponsor: Data Systems, INC.
- Sponsor EIN: 470465884
- Sponsor Address: 6515 SOUTH 118 STREET, OMAHA, NE, 68137
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 627
- Total Assets: $41.4M
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. |
|---|---|---|---|---|
| 2025 | 627 | $41.4M | $0 | $0 |
| 2024 | 511 | $40.2M | $449,263 | $2.4M |
| 2023 | 509 | $36.6M | $363,453 | $2.3M |
| 2022 | 483 | $32.1M | $323,848 | $1.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $79,232 | — | $79,232 |
| CREATIVE PLANNING HOLDCO LLC | Other Service Provider | $50,561 | — | $50,561 |
| MORNINGSTAR INC | Other Service Provider | $22,949 | — | $22,949 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,742
- Estimated Expense Ratio: 0.369% 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 |
|---|---|---|---|---|---|
| 2025 | $7,904,521 | $91,983 | — | — | — |
| 2024 | $176,002 | $100,961 | — | $15,300 | — |
| 2023 | $94,821 | $24,707 | — | — | — |
| 2022 | $195,462 | $121,838 | $47,824 | — | $25,700 |