Plan Snapshot
- Plan Sponsor: Dccm, LLC
- Sponsor EIN: 862523370
- Sponsor Address: 1800 POST OAK BOULEVARD SUITE 450, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 976
- Total Assets: $99.1M
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 | 976 | $99.1M | $3.4M | $6.8M |
| 2023 | 528 | $59.3M | $1.9M | $4.3M |
| 2022 | 89 | $9.0M | $127,647 | $320,816 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC | Investment Advisor | $112,360 | — | $112,360 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $43,711 | — | $43,711 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,026 | — | $7,026 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,097
- Estimated Expense Ratio: 0.165% 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 | $163,097 | $119,386 | — | — | — |
| 2023 | $53,208 | — | $53,208 | — | — |
| 2022 | — | — | — | — | — |