Plan Snapshot
- Plan Sponsor: Dealers Supply Company, INC.
- Sponsor EIN: 580519998
- Sponsor Address: 82 KENNEDY DRIVE, FOREST PARK, GA, 30297
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 130 | $12.1M | $49,241 | $645,740 |
| 2023 | 123 | $10.1M | $48,830 | $606,921 |
| 2022 | 128 | $8.6M | $54,095 | $653,476 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $24,082 | — | $24,082 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $23,380 | $37 | $23,417 |
| CARR RIGGS & INGRAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,499
- Estimated Expense Ratio: 0.393% 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 | $47,463 | $23,381 | — | — | — |
| 2023 | $45,694 | $19,819 | — | — | — |
| 2022 | $45,475 | — | — | — | — |