Plan Snapshot
- Plan Sponsor: Dialogdirect, INC.
- Sponsor EIN: 461570786
- Sponsor Address: 13700 OAKLAND AVENUE, HIGHLAND PARK, MI, 48203
- Plan Type: 401(k)
- Total Participants: 3,089
- Total Assets: $55.7M
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. |
|---|---|---|---|---|
| 2024 | 3,089 | $55.7M | $458,419 | $3.9M |
| 2023 | 2,873 | $48.6M | $449,314 | $3.8M |
| 2022 | 3,144 | $41.0M | $436,984 | $3.7M |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $6,150 | — | $6,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,150
- Estimated Expense Ratio: 0.011% 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 | $210,980 | $82,940 | — | $6,150 | — |
| 2023 | $192,475 | $75,780 | $300 | $12,000 | — |
| 2022 | $192,497 | $15,639 | — | — | — |