Plan Snapshot
- Plan Sponsor: Dmgt Us Employee Services, INC.
- Sponsor EIN: 061486807
- Sponsor Address: 83 WOOSTER HEIGHTS RD, STE 125, DANBURY, CT, 06810
- Plan Type: 401(k)
- Total Participants: 478
- Total Assets: $227.5M
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 | 478 | $227.5M | $118 | $4.9M |
| 2023 | 430 | $216.2M | $80,729 | $4.2M |
| 2022 | 480 | $200.3M | $1.5M | $4.4M |
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 |
|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING, | Other Service Provider | $62,542 | — | $62,542 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $51,289 | — | $51,289 |
| CLIFTONLARSONALLEN LLP | Auditor | $35,966 | — | $35,966 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $20,019 | — | $20,019 |
| ELLENHOFF GROSSMAN & SCHOLE LLP | ERISA Attorney | $8,728 | — | $8,728 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,544
- Estimated Expense Ratio: 0.078% 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 | $178,543 | $82,560 | $300 | $35,966 | — |
| 2023 | $146,087 | $18,530 | — | $33,710 | — |
| 2022 | $74,293 | $24,008 | — | — | — |