Plan Snapshot
- Plan Sponsor: Dpt Laboratories, Ltd.
- Sponsor EIN: 742802344
- Sponsor Address: 318 MCCULLOUGH, SAN ANTONIO, TX, 78215
- Plan Type: 401(k)
- Total Participants: 577
- Total Assets: $83.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 577 | $83.5M | $1.4M | $3.3M |
| 2023 | 621 | $75.1M | $1.4M | $3.3M |
| 2022 | 638 | $69.0M | $1.3M | $3.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $12,955 | — | $12,955 |
| SCHNEIDER DOWNS & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,955
- Estimated Expense Ratio: 0.016% 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 | $12,930 | — | — | — | — |
| 2023 | $11,765 | — | — | — | — |
| 2022 | $9,840 | — | — | — | — |