Plan Snapshot
- Plan Sponsor: Doka Usa, Ltd.
- Sponsor EIN: 221866944
- Sponsor Address: 251 MONROE AVENUE, KENILWORTH, NJ, 07033
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $42.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 534 | $42.8M | $2.2M | $3.4M |
| 2023 | 535 | $34.1M | $1.5M | $2.8M |
| 2022 | 429 | $27.3M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT/FINANCIAL ADVI | $50,109 | — | $50,109 |
| ADP, INC. | RECORD KEEPER | $25,617 | — | $25,617 |
| SAX LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,726
- Estimated Expense Ratio: 0.177% 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 | $85,673 | $60,055 | — | — | — |
| 2023 | $58,067 | — | — | — | — |
| 2022 | $64,683 | — | — | — | — |