Plan Snapshot
- Plan Sponsor: Dmx, LLC D/B/A Mood Media
- Sponsor EIN: 202796414
- Sponsor Address: 2100 S IH35 FRONTAGE RD, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Total Participants: 563
- Total Assets: $83.3M
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 | 563 | $83.3M | $569,692 | $4.0M |
| 2023 | 588 | $78.0M | $574,243 | $3.4M |
| 2022 | 573 | $69.2M | $522,782 | $3.1M |
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 | $82,294 | — | $82,294 |
| CREATIVE PLANNING LLC | ADVISOR | $55,000 | — | $55,000 |
| PEGGY S. EDGE, CPA, LLC | ACCOUNTANT/AUDITOR | $28,000 | — | $28,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,899 | — | $15,899 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- PEGGY S. EDGE, CPA, LLC — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $181,193
- Estimated Expense Ratio: 0.218% 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 | $181,193 | $70,899 | — | $28,000 | — |
| 2023 | $44,597 | $30,554 | $300 | — | — |
| 2022 | -$21,652 | $7,135 | — | — | — |