Plan Snapshot
- Plan Sponsor: Dd Traders, INC.
- Sponsor EIN: 980122039
- Sponsor Address: 5000 W. 134TH STREET, LEAWOOD, KS, 66209
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $20.0M
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 | 211 | $20.0M | $376,452 | $802,395 |
| 2023 | 207 | $19.4M | $461,470 | $1.0M |
| 2022 | 238 | $16.9M | $510,789 | $1.1M |
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 |
|---|---|---|---|---|
| PICKETT CHANEY MCMULLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT CHANEY MCMULLEN — 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 | $66,823 | — | — | — | — |
| 2023 | $61,570 | — | — | — | — |
| 2022 | $67,534 | $67,534 | — | — | — |