Plan Snapshot
- Plan Sponsor: Decisionhr, INC.
- Sponsor EIN: 593405686
- Sponsor Address: PO BOX 33024, ST. PETERSBURG, FL, 33733
- Plan Type: 401(k)
- Total Participants: 13,042
- Total Assets: $66.9M
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 | 13,042 | $66.9M | $2.8M | $7.5M |
| 2023 | 12,771 | $64.9M | $2.6M | $7.3M |
| 2022 | 12,324 | $63.3M | $1.6M | $4.9M |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $364,573 | — | $364,573 |
| BKS FINANCIAL INVESTMENTS LLC | Other Service Provider | $72,554 | — | $72,554 |
| DECISIONHR, INC. | Other Service Provider | $25,810 | — | $25,810 |
| CBIZ CPAS P.C. | Other Service Provider | $13,390 | — | $13,390 |
| CHARLES SCHWAB BANK | Recordkeeper | $6,646 | — | $6,646 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
- CHARLES SCHWAB BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $482,973
- Estimated Expense Ratio: 0.721% 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 | $482,973 | $72,554 | $390,383 | $13,390 | — |
| 2023 | $476,204 | $72,008 | $278,410 | $22,500 | — |
| 2022 | $239,031 | $43,202 | $190,329 | — | $5,500 |