Plan Snapshot
- Plan Sponsor: Disa Global Solutions, INC.
- Sponsor EIN: 760280549
- Sponsor Address: 11740 KATY FREEWAY, HOUSTON, TX, 77079
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,610
- Total Assets: $61.8M
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. |
|---|---|---|---|---|
| 2025 | 1,610 | $61.8M | $0 | $0 |
| 2024 | 1,182 | $50.5M | $1.9M | $4.7M |
| 2023 | 719 | $27.5M | $1.3M | $3.3M |
| 2022 | 767 | $23.0M | $1.2M | $3.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $139,750 | — | $139,750 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $19,663 | — | $19,663 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,413
- Estimated Expense Ratio: 0.258% 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 |
|---|---|---|---|---|---|
| 2025 | $6,403,911 | $19,663 | $300 | — | — |
| 2024 | $151,856 | $15,219 | — | — | — |
| 2023 | $104,001 | $8,579 | — | — | — |
| 2022 | $101,932 | $6,735 | — | — | — |