Plan Snapshot
- Plan Sponsor: Ds Technologies, LLC
- Sponsor EIN: 450509599
- Sponsor Address: 18223 AIRPARK ROAD BLDG 84, HAGERSTOWN, MD, 217421354
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $9.3M
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 | 119 | $9.3M | $576,903 | $748,237 |
| 2023 | 123 | $7.3M | $338,926 | $590,711 |
| 2022 | 136 | $6.1M | $473,538 | $387,587 |
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 |
|---|---|---|---|---|
| CAPITAL GRP RETIREMENT PLAN SRVCS | Recordkeeper | $15,513 | — | $15,513 |
| WEALTH ENHANCEMENT ADV SRVCS | Investment Advisor | $8,000 | — | $8,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,513
- Estimated Expense Ratio: 0.252% 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 | $22,788 | — | — | — | — |
| 2023 | $18,426 | — | — | — | — |
| 2022 | — | — | — | — | — |