# Digi International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/digi-international-inc-401k-plan

> Digi International, INC.&#39;s 401(k) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Digi International, INC.

- **Sponsor EIN:** 411532464

- **Sponsor Address:** 9350 EXCELSIOR BLVD, HOPKINS, MN, 55343

- **Plan Type:** 401(k)

- **Total Participants:** 644

- **Total Assets:** $143.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|644|$143.1M|$2.7M|$6.7M|

| 2023|619|$116.1M|$2.7M|$6.5M|

| 2022|621|$98.4M|$2.5M|$5.8M|

## 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|$61,437|—|$61,437|

| COMMONWEALTH FINANCIAL NETWORK|ADVISOR|$35,000|—|$35,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$20,027|—|$20,027|

| BOYUM&BARENSCHEER,PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BOYUM&BARENSCHEER,PLLP](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $116,464

- **Estimated Expense Ratio:** 0.081% 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|$116,464|$55,027|—|—|—|

| 2023|$97,202|$46,920|—|—|—|

| 2022|$101,316|$6,362|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/digi-international-inc-401k-plan)

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