Plan Snapshot
- Plan Sponsor: Dssv, INC.
- Sponsor EIN: 471309765
- Sponsor Address: 548 MARKET ST. PMB 95237, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 488
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 488 | $13.8M | $0 | $3.4M |
| 2023 | 421 | $10.2M | $0 | $3.0M |
| 2022 | 404 | $5.9M | $0 | $2.7M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | Recordkeeper | $19,188 | — | $19,188 |
| BENEFIT TRUST COMPANY | Custodian / Trustee | — | $9,995 | $9,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,183
- Estimated Expense Ratio: 0.212% 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 | $21,224 | $9,316 | — | — | — |
| 2023 | $16,312 | $6,176 | — | — | — |
| 2022 | $4,208 | $4,188 | $20 | — | — |