Plan Snapshot
- Plan Sponsor: Digital Intelligence Systems, LLC
- Sponsor EIN: 455636447
- Sponsor Address: 8270 GREENSBORO DRIVE, MCLEAN, VA, 221024910
- Plan Type: 401(k)
- Total Participants: 5,809
- Total Assets: $135.8M
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 | 5,809 | $135.8M | $2.3M | $18.8M |
| 2023 | 9,234 | $119.3M | $3.0M | $16.3M |
| 2022 | 4,999 | $38.0M | $816,696 | $6.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $393,432 | — | $393,432 | — | — |
| 2023 | $322,895 | $21,009 | $301,886 | — | — |
| 2022 | $114,440 | — | $114,440 | — | — |