Plan Snapshot
- Plan Sponsor: Dtsv, INC.
- Sponsor EIN: 541211502
- Sponsor Address: 739 THIMBLE SHOALS BLVD #101, NEWPORT NEWS, VA, 23606
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 539
- Total Assets: $570,626
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 539 | $570,626 | $2.8M | $572,118 |
| 2023 | 523 | $558,781 | $2.5M | $346,739 |
| 2022 | 551 | $486,595 | $3.4M | $528,993 |
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 |
|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $84,624 | — | $84,624 |
| COMPSYCH | Recordkeeper | — | $5,417 | $5,417 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,041
- Estimated Expense Ratio: 15.779% 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 | $112,152 | — | $84,941 | — | — |
| 2023 | $182,134 | — | $129,468 | — | — |
| 2022 | $248,295 | $37,279 | $181,494 | — | $25,174 |