Plan Snapshot
- Plan Sponsor: Dorsa Consulting Services, INC.
- Sponsor EIN: 264614358
- Sponsor Address: P.O. BOX 720159, SANDY SPRINGS, GA, 30358
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $19.3M
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 | 0 | $19.3M | $400,605 | $1.3M |
| 2022 | 1,124 | $28.3M | $754,348 | $2.3M |
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 CO OF AM | Recordkeeper | $67,797 | — | $67,797 |
| CAMBRIDGE INVESTMENT | Other Service Provider | — | $38,806 | $38,806 |
| DCSRETIRE | Investment Advisor | $28,309 | $10,000 | $38,309 |
| EMPOWER ADVISORY GROUP, LLP | Investment Advisor | $29,222 | — | $29,222 |
| SAS ASSURANCE | Auditor | $23,336 | — | $23,336 |
| COMMONWEALTH FINANAICAL NETWORK | Investment Advisor | $19,278 | — | $19,278 |
| UBS FINANCIAL | Investment Advisor | $15,328 | — | $15,328 |
| PARK AVE SECURITIES | Recordkeeper | — | $10,928 | $10,928 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANAICAL NETWORK — Investment Advisor
- UBS FINANCIAL — Investment Advisor
- PARK AVE SECURITIES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,004
- Estimated Expense Ratio: 1.259% 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 | $223,298 | $2,555 | $220,743 | — | — |
| 2022 | $216,120 | — | — | — | $216,120 |