Plan Snapshot
- Plan Sponsor: Dot Leasing INC
- Sponsor EIN: 752587082
- Sponsor Address: PO BOX 827, AUBREY, TX, 762270827
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $0
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 | 204 | $0 | $11,773 | $0 |
| 2022 | 140 | $1.4M | $36,830 | $52,206 |
| 2018 | 147 | $863,258 | $0 | $0 |
| 2017 | 154 | $884,353 | $0 | $0 |
| 2016 | 143 | $716,743 | $0 | $0 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,532 | — | $1,532 | — | — |
| 2022 | $1,613 | — | $1,613 | — | — |
| 2018 | $111 | — | $111 | — | — |
| 2017 | $1 | — | — | — | — |
| 2016 | $5 | — | — | — | — |