# Distribution Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/distribution-management-inc-401k-plan

> Distribution Management, INC.'s 401(k) plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Distribution Management, INC.

- **Sponsor EIN:** 430969193

- **Sponsor Address:** 5 RESEARCH PARK DRIVE, ST. CHARLES, MO, 63304

- **Plan Type:** 401(k)

- **Total Participants:** 380

- **Total Assets:** $32.9M

## 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|380|$32.9M|$316,771|$1.8M|

| 2023|380|$27.9M|$306,213|$1.6M|

| 2022|339|$22.4M|$231,355|$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|

| UBS FINANCIAL SERVICES|NONE|$75,282|—|$75,282|

| ASCENSUS LLC|NONE|$41,574|$29|$41,603|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $116,885

- **Estimated Expense Ratio:** 0.355% 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|

| 2024|$116,856|$75,282|$41,574|—|—|

| 2023|$97,140|$60,649|$36,491|—|—|

| 2022|$91,429|$58,560|$32,869|—|—|

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