Plan Snapshot
- Plan Sponsor: Dlh Holdings Corp.
- Sponsor EIN: 221899798
- Sponsor Address: 3565 PIEDMONT RD NE BLDG 3, ATLANTA, GA, 303058202
- Plan Type: 401(k)
- Total Participants: 3,529
- Total Assets: $156.8M
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 | 3,529 | $156.8M | $5.8M | $10.9M |
| 2023 | 2,186 | $111.8M | $3.6M | $6.6M |
| 2022 | 2,402 | $99.8M | $2.4M | $5.6M |
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 | $168,537 | — | $168,537 |
| CREATIVE PLANNING LLC | ADVISOR | $88,047 | — | $88,047 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $30,688 | — | $30,688 |
| WITHUM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- WITHUM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,272
- Estimated Expense Ratio: 0.183% 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 | $287,272 | $118,735 | $300 | — | — |
| 2023 | $246,423 | $96,594 | — | — | — |
| 2022 | $262,257 | $11,657 | — | — | — |