Plan Snapshot
- Plan Sponsor: Datassential, INC.
- Sponsor EIN: 954876363
- Sponsor Address: 18 SOUTH MICHIGAN AVENUE, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $12.1M
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 | 126 | $12.1M | $587,460 | $1.3M |
| 2023 | 122 | $8.3M | $552,418 | $1.1M |
| 2022 | 118 | $5.9M | $373,113 | $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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $35,332 | — | $35,332 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $21,744 | — | $21,744 |
| SMITH AND HOWARD PC | Auditor | $10,750 | — | $10,750 |
| SCP RETIREMENT SERVICES LLC | Other Service Provider | — | $5,614 | $5,614 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,094 | — | $5,094 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,534
- Estimated Expense Ratio: 0.650% 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 | $72,111 | — | $72,111 | — | — |
| 2023 | $43,526 | — | $43,526 | — | — |
| 2022 | $30,885 | — | $30,885 | — | — |