# Disability Management Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/disability-management-services-inc-401k-plan

> Disability Management Services, INC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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