Plan Snapshot
- Plan Sponsor: Datawiz Corporation
- Sponsor EIN: 541957214
- Sponsor Address: 14200 PARK MEADOW DRIVE, CHANTILLY, VA, 20151
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2024 | 102 | $2.3M | $72,307 | $282,901 |
| 2023 | 122 | $2.6M | $72,384 | $339,215 |
| 2022 | 89 | $2.4M | $58,604 | $281,273 |
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 |
|---|---|---|---|---|
| BERNARD BETHKE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD BETHKE — Auditor
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 | $11,956 | $6,276 | $4,504 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |