Plan Snapshot
- Plan Sponsor: Dds Lab, LLC
- Sponsor EIN: 571220616
- Sponsor Address: 5440 BEAUMONT CENTER BLVD., TAMPA, FL, 33634
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $3.3M
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 | 216 | $3.3M | $301,573 | $496,394 |
| 2023 | 190 | $2.1M | $308,924 | $452,798 |
| 2022 | 179 | $1.4M | $240,364 | $415,014 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $11,167 | — | $6,932 | — | — |
| 2023 | $5,741 | — | $2,200 | — | — |
| 2022 | $3,605 | — | $3,605 | — | — |