Plan Snapshot
- Plan Sponsor: Dda Services, INC.
- Sponsor EIN: 020468168
- Sponsor Address: 11 NAVIGATOR ROAD, LONDONDERRY, NH, 03053
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $4.7M
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 | 127 | $4.7M | $692,083 | $160,286 |
| 2023 | 231 | $3.9M | $739,758 | $171,149 |
| 2022 | 245 | $3.8M | $754,681 | $126,678 |
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 FS INC | Investment Advisor | — | $17,905 | $17,905 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC FS INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,905
- Estimated Expense Ratio: 0.382% 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 | $2,771 | — | $1,577 | — | — |
| 2023 | $2,274 | — | $814 | — | — |
| 2022 | $1,300 | — | — | — | — |