# Dumac Business Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dumac-business-systems-inc-401k-plan

> Dumac Business Systems, INC.&#39;s 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dumac Business Systems, INC.

- **Sponsor EIN:** 150582459

- **Sponsor Address:** 19 CORPORATE CIRCLE, EAST SYRACUSE, NY, 13057

- **Plan Type:** 401(k)

- **Total Participants:** 94

- **Total Assets:** $14.7M

## 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|94|$14.7M|$220,248|$808,622|

| 2023|84|$12.5M|$198,499|$761,173|

| 2022|97|$12.2M|$201,486|$706,467|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,078|—|$32,078|

| RBC WEALTH MANAGEMENT|ADVISOR|$22,777|—|$22,777|

| BOWERS & COMPANY CPAS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RBC WEALTH MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — ADVISOR

- [BOWERS & COMPANY CPAS PLLC](https://planprovider.pro/provider/bowers-and-company-cpas-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,855

- **Estimated Expense Ratio:** 0.374% 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|$54,855|$22,777|—|—|—|

| 2023|$47,845|$21,324|—|—|—|

| 2022|$58,017|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dumac-business-systems-inc-401k-plan)

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