# Ds Admiral Bidco, LLC Dba Taxwell 401(k) Plan
Source: https://planprovider.pro/companies/ds-admiral-bidco-llc-dba-taxwell-401k-plan

> Ds Admiral Bidco, LLC Dba Taxwell's 401(k) plan: 957 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ds Admiral Bidco, LLC Dba Taxwell

- **Sponsor EIN:** 862013312

- **Sponsor Address:** 235 E PALMER ST, FRANKLIN, NC, 287343049

- **Plan Type:** 401(k)

- **Total Participants:** 957

- **Total Assets:** $69.5M

## 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|957|$69.5M|$3.0M|$6.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$335,043|—|$335,043|

| CREATIVE PLANNING, INC.|INVESTMENT ADVISORY|—|$95,260|$95,260|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $430,303

- **Estimated Expense Ratio:** 0.619% 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|$335,043|—|$335,043|—|—|

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