# Docuware Corporation 401(k) Plan
Source: https://planprovider.pro/companies/docuware-corporation-401k-plan

> Docuware Corporation's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Docuware Corporation

- **Sponsor EIN:** 141826943

- **Sponsor Address:** 25 CREEK DRIVE, BEACON, NY, 12508

- **Plan Type:** 401(k)

- **Total Participants:** 116

- **Total Assets:** $13.8M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|116|$13.8M|$680,402|$876,820|

| 2023|103|$12.2M|$639,293|$810,726|

| 2022|99|$9.6M|$577,954|$737,645|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|RETAINED BY EMPLOYER|$36,599|—|$36,599|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$27,885|—|$27,885|

| RBT CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,484

- **Estimated Expense Ratio:** 0.466% 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|$64,484|$36,599|$27,885|—|—|

| 2023|$53,536|$30,587|$22,949|—|—|

| 2022|$52,484|$22,647|$29,837|—|—|

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