Plan Snapshot
- Plan Sponsor: Dgi Communications, LLC
- Sponsor EIN: 412042197
- Sponsor Address: 101 BILLERICA AVE, BILLERICA, MA, 01862
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 122
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 122 | $11.2M | $0 | $0 |
| 2024 | 95 | $10.6M | $84,228 | $783,069 |
| 2023 | 131 | $10.4M | $105,759 | $922,059 |
| 2022 | 175 | $8.6M | $97,422 | $833,770 |
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 |
|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT LLC | Other Service Provider | $26,205 | — | $26,205 |
| JOHN HANCOCK RETIREMENT PLAN SVCS | Other Service Provider | $23,147 | — | $23,147 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,352
- Estimated Expense Ratio: 0.440% 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 |
|---|---|---|---|---|---|
| 2025 | $1,536,519 | $28,093 | $21,259 | — | — |
| 2024 | $45,893 | $25,981 | $19,912 | — | — |
| 2023 | $42,695 | $24,031 | $18,664 | — | — |
| 2022 | $39,423 | $22,401 | $17,022 | — | — |