Plan Snapshot
- Plan Sponsor: Dealer Computer Services, INC.
- Sponsor EIN: 383028101
- Sponsor Address: ONE REYNOLDS WAY, DAYTON, OH, 45430
- Plan Type: 401(k)
- Total Participants: 5,468
- Total Assets: $868.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,468 | $868.0M | $27.1M | $31.1M |
| 2023 | 5,079 | $760.0M | $18.5M | $26.6M |
| 2022 | 4,614 | $652.2M | $16.0M | $23.2M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $470,168 | — | $470,168 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $355,440 | — | $355,440 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISORY CONS | $81,135 | — | $81,135 |
| RSM US LLP | AUDITOR | $21,525 | — | $21,525 |
| ESLER & VANDERSCHAAFF CO., LPA | ATTORNEY | $14,987 | — | $14,987 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $943,255
- Estimated Expense Ratio: 0.109% 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 | $889,967 | $416,881 | — | $21,525 | — |
| 2023 | $662,592 | $269,069 | — | $18,700 | — |
| 2022 | $606,622 | $247,609 | $91,418 | — | — |