Plan Snapshot
- Plan Sponsor: Dfs Holding Company, LLC
- Sponsor EIN: 273895381
- Sponsor Address: 620 DARLING DR, VERNON HILLS, IL, 600613035
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $29.8M
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 | 535 | $29.8M | $387,274 | $2.2M |
| 2023 | 553 | $27.7M | $410,775 | $2.1M |
| 2022 | 541 | $23.9M | $414,183 | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $175,991 | $5,036 | $170,955 | — | — |
| 2023 | $128,939 | $52,284 | $76,655 | — | — |
| 2022 | $153,342 | $49,288 | — | — | $104,054 |