Plan Snapshot
- Plan Sponsor: Dnc Services Corp.
- Sponsor EIN: 520958906
- Sponsor Address: 430 SOUTH CAPITOL STREET SE, WASHINGTON, DC, 20003
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $21.1M
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 | 191 | $21.1M | $1.1M | $1.7M |
| 2023 | 272 | $17.3M | $855,231 | $1.6M |
| 2022 | 256 | $13.5M | $860,779 | $1.5M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | Other Service Provider | — | $36,298 | $36,298 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $6,688 | $12 | $6,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,998
- Estimated Expense Ratio: 0.204% 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 | $7,663 | $1,163 | $5,250 | — | — |
| 2023 | $6,773 | $773 | $5,000 | — | — |
| 2022 | $8,794 | — | — | — | — |