Plan Snapshot
- Plan Sponsor: Donsco, INC.
- Sponsor EIN: 231744584
- Sponsor Address: 124 NORTH FRONT STREET, WRIGHTSVILLE, PA, 17368
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $11.2M
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. |
|---|---|---|---|---|
| 2024 | 313 | $11.2M | $372,254 | $710,890 |
| 2023 | 336 | $9.7M | $146,335 | $642,159 |
| 2022 | 324 | $8.8M | $293,113 | $586,630 |
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 |
|---|---|---|---|---|
| ASSET STRATEGY RC, LLC | Investment Advisor | $36,321 | — | $36,321 |
| ATLANTIC PENSION SERVICES | Other Service Provider | $11,150 | $10,090 | $21,240 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $8,552 | — | $8,552 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,113
- Estimated Expense Ratio: 0.591% 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 | $50,131 | — | — | — | — |
| 2023 | $47,836 | — | — | — | — |
| 2022 | $40,747 | — | — | — | — |