Plan Snapshot
- Plan Sponsor: Dee Sign Usa, LLC.
- Sponsor EIN: 271125047
- Sponsor Address: 6163 ALLEN ROAD, WEST CHESTER, OH, 45069
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $5.0M
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 | 68 | $5.0M | $59,966 | $225,061 |
| 2023 | 77 | $5.0M | $59,844 | $223,647 |
| 2022 | 81 | $4.8M | $55,373 | $232,529 |
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 |
|---|---|---|---|---|
| VALMARK ADVISERS INC | Investment Advisor | $20,176 | — | $20,176 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $13,423 | — | $13,423 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,599
- Estimated Expense Ratio: 0.673% 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 | $33,599 | $20,176 | — | — | — |
| 2023 | $32,380 | $19,114 | — | — | — |
| 2022 | $33,678 | — | — | — | — |