Plan Snapshot
- Plan Sponsor: Dothan Security, INC.
- Sponsor EIN: 630748641
- Sponsor Address: 600 WEST ADAMS STREET, DOTHAN, AL, 36303
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,974
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,974 | $2.8M | $0 | $0 |
| 2024 | 2,651 | $2.2M | $59,193 | $495,952 |
| 2023 | 2,431 | $1.7M | $47,383 | $438,937 |
| 2022 | 1,803 | $1.4M | $43,809 | $393,200 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | Recordkeeper | $21,380 | — | $21,380 |
| ERISA SERVICES, INC | Recordkeeper | $15,859 | $53 | $15,912 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | Investment Advisor | $14,629 | — | $14,629 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,921
- Estimated Expense Ratio: 1.879% 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 |
|---|---|---|---|---|---|
| 2025 | $396,779 | — | $52,121 | — | — |
| 2024 | $41,942 | — | $41,942 | — | — |
| 2023 | $21,033 | — | $21,033 | — | — |
| 2022 | $14,445 | — | — | — | — |