Plan Snapshot
- Plan Sponsor: Datavox, INC.
- Sponsor EIN: 760251479
- Sponsor Address: 6650 W. SAM HOUSTON PARKWAY S, HOUSTON, TX, 77072
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 282
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 282 | $32.2M | $0 | $0 |
| 2024 | 220 | $27.2M | $600,415 | $1.2M |
| 2023 | 219 | $22.2M | $551,454 | $1.1M |
| 2022 | 206 | $17.5M | $498,938 | $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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $44,840 | $4,614 | $49,454 |
| ADP, INC. | Recordkeeper | $24,509 | — | $24,509 |
| WEINSTEIN SPIRA & COMPANY P.C | Other Service Provider | $20,000 | — | $20,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,963
- Estimated Expense Ratio: 0.292% 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 | $1,547,410 | $44,840 | — | $20,000 | — |
| 2024 | $84,001 | $37,088 | — | $20,000 | — |
| 2023 | $75,888 | $29,870 | — | $19,000 | — |
| 2022 | $69,858 | — | — | — | — |