Plan Snapshot
- Plan Sponsor: Dee Zee Incorporated
- Sponsor EIN: 800171485
- Sponsor Address: 1572 NE 58TH AVE, DES MOINES, IA, 50313
- Plan Type: 401(k)
- Total Participants: 953
- Total Assets: $27.2M
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 | 953 | $27.2M | $629,077 | $2.8M |
| 2023 | 913 | $23.6M | $560,613 | $2.4M |
| 2022 | 870 | $19.8M | $502,123 | $2.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $92,886 | — | $92,886 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | Investment Advisor | $36,805 | — | $36,805 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $17,285 | — | $17,285 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,976
- Estimated Expense Ratio: 0.540% 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 | $146,976 | $54,090 | — | — | — |
| 2023 | $125,750 | $50,771 | — | — | — |
| 2022 | $120,850 | $49,920 | $70,930 | — | — |