Plan Snapshot
- Plan Sponsor: Dkt Investments Ltd
- Sponsor EIN: 752471571
- Sponsor Address: 9548 US HIGHWAY 271, TYLER, TX, 757084138
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $2.3M
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. |
|---|---|---|---|---|
| 2025 | 364 | $2.3M | $123,985 | $171,853 |
| 2024 | 311 | $2.0M | $101,768 | $156,993 |
| 2023 | 369 | $1.7M | $109,544 | $144,293 |
| 2022 | 236 | $1.3M | $116,212 | $146,669 |
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 |
|---|---|---|---|---|
| GARRETY AND ASSOCIATES CPA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $185,639 | — | $6,779 | — | — |
| 2024 | $3,475 | — | $3,475 | — | — |
| 2023 | $3,050 | — | $3,050 | — | — |
| 2022 | $2,825 | — | — | — | $2,825 |