# Datavox, INC. 401(k) Plan
Source: https://planprovider.pro/companies/datavox-inc-401k-plan

> Datavox, INC.'s 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Datavox, INC.

- **Sponsor EIN:** 760251479

- **Sponsor Address:** 6650 W. SAM HOUSTON PARKWAY S, HOUSTON, TX, 77072

- **Plan Type:** 401(k)

- **Total Participants:** 220

- **Total Assets:** $27.2M

## 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.|

| 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|$37,088|$4,677|$41,765|

| ADP, INC.|RECORD KEEPER|$26,913|—|$26,913|

| WEINSTEIN SPIRA & COMPANY P.C|ACCOUNTANT|$20,000|—|$20,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $88,678

- **Estimated Expense Ratio:** 0.326% 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|$84,001|$37,088|—|$20,000|—|

| 2023|$75,888|$29,870|—|$19,000|—|

| 2022|$69,858|—|—|—|—|

## Similar Plans

- [Timely Telehealth, LLC](https://planprovider.pro/companies/timely-telehealth-llc-plan-001) — 222 participants

- [Guadalupe Valley Telephone Cooperative, INC.](https://planprovider.pro/companies/guadalupe-valley-telephone-cooperative-inc-401k-plan) — 227 participants

- [Dawn Us Holdings, LLC D/B/A Evoque Data Center Solutions](https://planprovider.pro/companies/dawn-us-holdings-llc-d-b-a-evoque-data-center-solutions-401k-plan) — 213 participants

- [Spectrumvoip, INC.](https://planprovider.pro/companies/spectrum-voip-inc-401k-plan) — 237 participants

- [Valley Telephone Cooperative, INC.](https://planprovider.pro/companies/valley-telephone-cooperative-inc-401k-plan) — 197 participants

- [Logix Communications, LP](https://planprovider.pro/companies/logix-communications-lp-401k-plan) — 177 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/datavox-inc-401k-plan)

© 2026 PlanProvider.Pro