Plan Snapshot
- Plan Sponsor: Dmjps PLLC
- Sponsor EIN: 560570567
- Sponsor Address: 703 GREEN VALLEY RD, STE. 201, GREENSBORO, NC, 27408
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $24.1M
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 | 157 | $24.1M | $845,907 | $1.2M |
| 2023 | 144 | $22.1M | $814,503 | $1.2M |
| 2022 | 174 | $19.1M | $681,733 | $933,107 |
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 |
|---|---|---|---|---|
| BEACON POINTE INVESTMENT ADVISORY | Investment Advisor | $47,302 | — | $47,302 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $20,240 | — | $20,240 |
| MVP PLAN ADMINISTRATORS, INC. | Recordkeeper | $9,905 | — | $9,905 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON POINTE INVESTMENT ADVISORY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,447
- Estimated Expense Ratio: 0.321% 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 | $77,447 | $47,302 | $9,905 | — | — |
| 2023 | $84,695 | $45,274 | $11,255 | — | — |
| 2022 | — | — | — | — | — |