Plan Snapshot
- Plan Sponsor: Decision Analyst, INC.
- Sponsor EIN: 751605584
- Sponsor Address: 2670 E LAMAR BLVD, ARLINGTON, TX, 76011
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $16.3M
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 | 93 | $16.3M | $0 | $744,223 |
| 2023 | 100 | $14.9M | $86,899 | $816,275 |
| 2022 | 106 | $13.7M | $81,028 | $704,040 |
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 |
|---|---|---|---|---|
| S&W ACCOUNTANTS & CONSULTANTS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- S&W ACCOUNTANTS & CONSULTANTS, PLLC — 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 | $6,742 | $58,262 | — | — | — |
| 2023 | -$7,192 | $38,608 | — | — | — |
| 2022 | -$1,664 | — | — | — | — |