Plan Snapshot
- Plan Sponsor: Dolex Dollar Express, INC.
- Sponsor EIN: 742791872
- Sponsor Address: 701 HIGHLANDER BLVD STE 300, ARLINGTON, TX, 760154340
- Plan Type: 401(k)
- Total Participants: 863
- Total Assets: $715,928
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 863 | $715,928 | $0 | $228,572 |
| 2022 | 862 | $4.6M | $0 | $367,140 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $7,772 | — | $7,772 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,772
- Estimated Expense Ratio: 1.086% 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 |
|---|---|---|---|---|---|
| 2023 | $5,408 | $1,522 | — | — | — |
| 2022 | $3,358 | — | $3,358 | — | — |