Plan Snapshot
- Plan Sponsor: Direct Connect Group, LLC
- Sponsor EIN: 912132033
- Sponsor Address: 4401 EAST MARGINAL WAY S, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 452
- Total Assets: $41.7M
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. |
|---|---|---|---|---|
| 2023 | 452 | $41.7M | $591,561 | $2.7M |
| 2022 | 343 | $30.3M | $221,931 | $2.0M |
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 |
|---|---|---|---|---|
| BRIGHTON JONES | INVESTMENT ADVISOR | $138,000 | — | $138,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $135,568 | — | $135,568 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRIGHTON JONES — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $273,568
- Estimated Expense Ratio: 0.657% 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 |
|---|---|---|---|---|---|
| 2023 | $136,784 | $69,000 | — | — | — |
| 2022 | $121,246 | — | — | — | — |