Plan Snapshot
- Plan Sponsor: Dealer Management Services, INC.
- Sponsor EIN: 202016880
- Sponsor Address: 600 OHIO PIKE, CINCINNATI, OH, 45245
- Plan Type: 401(k)
- Total Participants: 288
- Total Assets: $7.2M
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 | 288 | $7.2M | $106,632 | $747,696 |
| 2023 | 253 | $5.5M | $152,806 | $627,035 |
| 2022 | 174 | $5.0M | $188,434 | $645,812 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | Auditor | — | — | $0 |
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 | $38,999 | $24,840 | $9,151 | — | — |
| 2023 | $34,000 | — | — | — | — |
| 2022 | $24,240 | — | $24,240 | — | — |