Plan Snapshot
- Plan Sponsor: Dtj Design, INC.
- Sponsor EIN: 841085729
- Sponsor Address: 3101 IRIS AVE., STE 130, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 77 | $10.9M | $330,641 | $697,826 |
| 2023 | 84 | $10.0M | $324,146 | $687,640 |
| 2022 | 125 | $8.6M | $319,846 | $685,281 |
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 |
|---|---|---|---|---|
| SSA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,017 | — | $81,017 | — | — |
| 2023 | $71,476 | — | $71,476 | — | — |
| 2022 | — | — | — | — | — |