Plan Snapshot
- Plan Sponsor: Dhi Corp
- Sponsor EIN: 364403397
- Sponsor Address: 5205 WEST DONGES BAY ROAD, MEQUON, WI, 53092
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $8.8M
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 | 66 | $8.8M | $170,960 | $491,191 |
| 2023 | 68 | $8.4M | $178,715 | $527,409 |
| 2022 | 73 | $8.4M | $181,726 | $525,424 |
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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON, LLP | Auditor | $15,100 | — | $15,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,100
- Estimated Expense Ratio: 0.172% 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 | $59,702 | $30,855 | $13,747 | $15,100 | — |
| 2023 | $42,670 | $29,307 | $13,363 | — | — |
| 2022 | $52,627 | $30,982 | $12,645 | — | $9,000 |