Plan Snapshot
- Plan Sponsor: Dbsi, INC.
- Sponsor EIN: 860904666
- Sponsor Address: 6950 WEST MORELOS PLACE, SUITE 1, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $9.1M
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 | 147 | $9.1M | $168,454 | $469,391 |
| 2023 | 179 | $8.6M | $148,044 | $415,970 |
| 2022 | 131 | $5.9M | $151,242 | $433,718 |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C. | 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 | $50,135 | — | — | — | — |
| 2023 | $36,924 | — | — | — | — |
| 2022 | $42,977 | — | $42,977 | — | — |