Plan Snapshot
- Plan Sponsor: Dsi Distributing INC.
- Sponsor EIN: 352034369
- Sponsor Address: 12010 RIDGEMONT DRIVE, URBANDALE, IA, 50323
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $17.5M
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 | 361 | $17.5M | $611,389 | $1.6M |
| 2023 | 326 | $13.8M | $484,368 | $1.4M |
| 2022 | 315 | $10.7M | $462,788 | $1.1M |
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 |
|---|---|---|---|---|
| RETIRERIGHT LLC | OTHER | $31,000 | — | $31,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $30,770 | — | $30,770 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,629 | — | $7,629 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,399
- Estimated Expense Ratio: 0.396% 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 | $69,399 | $7,629 | — | — | — |
| 2023 | $54,221 | $5,280 | — | — | — |
| 2022 | $47,147 | $26,266 | $20,881 | — | — |