Plan Snapshot
- Plan Sponsor: Digital Media Solutions, LLC
- Sponsor EIN: 900824110
- Sponsor Address: 4800 140TH AVENUE N SUITE 101, TAMPA, FL, 33762
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $16.2M
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 | 209 | $16.2M | $742,606 | $1.4M |
| 2023 | 277 | $14.4M | $844,878 | $1.5M |
| 2022 | 395 | $12.1M | $964,194 | $1.7M |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES LLC — Auditor
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 | $8,219 | — | $4,069 | — | — |
| 2023 | $7,845 | — | $3,453 | — | — |
| 2022 | $6,082 | $4,236 | $1,846 | — | — |