Plan Snapshot
- Plan Sponsor: Doodlebugs Holdings Co INC
- Sponsor EIN: 263389399
- Sponsor Address: 20 LOSSON RD STE 215, CHEEKTOWAGA, NY, 142272394
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $3.2M
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 | 311 | $3.2M | $86,169 | $256,883 |
| 2023 | 254 | $2.7M | $74,345 | $222,743 |
| 2022 | 203 | $2.2M | $61,608 | $188,025 |
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 |
|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | INVESTMENT ADVISORY | $9,257 | — | $9,257 |
| SBFR PARTNERS CPAS LLP | Auditor | $7,159 | — | $7,159 |
| PAYCHEX, INC. | RECORDKEEPER | $6,981 | — | $6,981 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,397
- Estimated Expense Ratio: 0.732% 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 | $24,187 | $9,257 | $6,911 | $7,159 | — |
| 2023 | $23,358 | $7,438 | $5,955 | $9,105 | — |
| 2022 | $20,291 | $7,007 | $7,898 | — | $5,386 |