Plan Snapshot
- Plan Sponsor: Direct Supply, INC.
- Sponsor EIN: 391519806
- Sponsor Address: 7301 W CHAMPIONS WAY, MILWAUKEE, WI, 532231211
- Plan Type: 401(k)
- Total Participants: 1,231
- Total Assets: $346.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,231 | $346.1M | $5.1M | $12.8M |
| 2023 | 1,277 | $302.9M | $5.0M | $12.6M |
| 2022 | 1,324 | $254.1M | $4.5M | $11.8M |
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 |
|---|---|---|---|---|
| GRANT THORNTON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON — 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 | $230,642 | $60,000 | — | — | — |
| 2023 | $299,096 | $57,500 | — | — | — |
| 2022 | $250,646 | $52,500 | — | — | $198,146 |