Plan Snapshot
- Plan Sponsor: Datamars, INC.
- Sponsor EIN: 631226775
- Sponsor Address: 1110 INDUSTRIAL BOULEVARD, TEMPLE, TX, 76504
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $7.5M
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 | 112 | $7.5M | $134,218 | $460,045 |
| 2023 | 160 | $6.8M | $122,561 | $519,209 |
| 2022 | 210 | $6.0M | $242,428 | $497,465 |
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 |
|---|---|---|---|---|
| BROCKWAY, GERSBACH, FRANLIN&NEIMEIR | 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 | $4,612 | $2,473 | $2,139 | — | — |
| 2023 | $7,682 | $3,137 | $4,545 | — | — |
| 2022 | $4,648 | $2,813 | $1,835 | — | — |