Plan Snapshot
- Plan Sponsor: Deem, LLC
- Sponsor EIN: 460477187
- Sponsor Address: 11201 USA PKWY, FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 1,238
- Total Assets: $71.6M
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 | 1,238 | $71.6M | $1.3M | $7.4M |
| 2023 | 934 | $61.9M | $1.3M | $6.1M |
| 2022 | 978 | $51.5M | $996,434 | $5.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $102,031 | — | $102,031 |
| LPL FINANCIAL LLC | ADVISOR | $92,624 | — | $92,624 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,655
- Estimated Expense Ratio: 0.272% 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 | $194,655 | $92,624 | — | — | — |
| 2023 | $161,595 | $78,538 | — | — | — |
| 2022 | $116,671 | — | — | — | — |