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

> Distribution Management Systems, INC.'s 401(k) plan: 264 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 Systems, INC.

- **Sponsor EIN:** 470579575

- **Sponsor Address:** 11650 MIRACLE HILLS DR. #100, OMAHA, NE, 68154

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

- **Total Participants:** 264

- **Total Assets:** $47.6M

## 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|264|$47.6M|$969,029|$2.9M|

| 2023|206|$39.2M|$809,867|$2.5M|

| 2022|211|$30.5M|$693,345|$2.1M|

## 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|$47,080|—|$47,080|

| DA DAVIDSON & COMPANY|ADVISOR|$45,000|—|$45,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,553|—|$7,553|

| LUTZ|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DA DAVIDSON & COMPANY](https://planprovider.pro/provider/da-davidson-and-co) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LUTZ](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,633

- **Estimated Expense Ratio:** 0.209% 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|$99,633|$52,553|—|—|—|

| 2023|$86,676|$49,242|—|—|—|

| 2022|$91,048|$4,468|—|—|—|

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