Plan Snapshot
- Plan Sponsor: Disability Management Services, INC
- Sponsor EIN: 061427246
- Sponsor Address: 1350 MAIN STREET, SPRINGFIELD, MA, 01103
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $361,650 | $772,367 |
| 2023 | 408 | $57.2M | $611,187 | $1.9M |
| 2022 | 192 | $45.9M | $360,328 | $1.3M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $50,622 | — | $50,622 |
| FIDUCIENT ADVISORS | NONE | $46,352 | — | $46,352 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,974
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 | $59,291 | $11,759 | $35,773 | — | — |
| 2023 | $48,487 | — | $25,311 | — | — |
| 2022 | $62,003 | $44,670 | $17,333 | — | — |