Plan Snapshot
- Plan Sponsor: Datix Usa INC.
- Sponsor EIN: 990365812
- Sponsor Address: 311 SOUTH WACKER DRIVE, SUITE 4900, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 829
- Total Assets: $52.8M
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 | 829 | $52.8M | $1.6M | $4.1M |
| 2023 | 941 | $43.9M | $1.4M | $3.7M |
| 2022 | 739 | $18.4M | $798,165 | $2.2M |
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 |
|---|---|---|---|---|
| WEISS & COMPANY LLP | 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 | $16,948 | — | $16,948 | — | — |
| 2023 | $13,237 | — | $13,237 | — | — |
| 2022 | $7,635 | — | $7,635 | — | — |