Plan Snapshot
- Plan Sponsor: Doctors Data INC.
- Sponsor EIN: 930941625
- Sponsor Address: 3755 ILLINOIS AVENUE, ST CHARLES, IL, 60174
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 147 | $9.8M | $233,624 | $781,356 |
| 2023 | 149 | $7.9M | $227,258 | $774,337 |
| 2022 | 159 | $6.2M | $210,793 | $716,505 |
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 |
|---|---|---|---|---|
| DHJJ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DHJJ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $5,255 | — | — | — | — |
| 2023 | $4,086 | — | — | — | — |
| 2022 | $4,771 | — | — | — | — |