Plan Snapshot
- Plan Sponsor: Dmax, Ltd.
- Sponsor EIN: 311624971
- Sponsor Address: 3100 DRYDEN ROAD, DAYTON, OH, 45439
- Plan Type: 401(k)
- Total Participants: 985
- Total Assets: $113.5M
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 | 985 | $113.5M | $3.7M | $5.3M |
| 2023 | 1,025 | $105.6M | $3.8M | $5.2M |
| 2022 | 963 | $90.7M | $3.7M | $4.9M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | $61,800 | — | $61,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,800
- Estimated Expense Ratio: 0.054% 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 | $258,449 | $130,383 | — | $61,800 | — |
| 2023 | $225,721 | $37,690 | — | $60,000 | — |
| 2022 | $224,132 | $28,100 | — | — | — |