Plan Snapshot
- Plan Sponsor: Dcor, LLC
- Sponsor EIN: 752947081
- Sponsor Address: 1000 TOWN CENTER DRIVE, OXNARD, CA, 93036
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $44.6M
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 | 341 | $44.6M | $1.7M | $2.9M |
| 2023 | 342 | $39.8M | $1.6M | $2.9M |
| 2022 | 337 | $32.4M | $762,264 | $2.4M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY-PLAN | $82,539 | — | $82,539 |
| MOSS ADAMS LLC | AUDITOR | $21,000 | — | $21,000 |
| BAKER TILLY US, LLP | Auditor | $21,000 | — | $21,000 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $13,183 | — | $13,183 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY-PLAN
- MOSS ADAMS LLC — AUDITOR
- BAKER TILLY US, LLP — Auditor
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,722
- Estimated Expense Ratio: 0.309% 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 | $116,888 | $82,539 | — | $21,000 | — |
| 2023 | $119,463 | $67,481 | — | $37,800 | — |
| 2022 | $95,958 | $66,958 | — | — | $18,900 |