Plan Snapshot
- Plan Sponsor: Dunham'S Athleisure Corporation
- Sponsor EIN: 061125989
- Sponsor Address: 5607 NEW KING DRIVE, SUITE 125, TROY, MI, 48098
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 1,963
- Total Assets: $30.9M
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 | 1,963 | $30.9M | $37,415 | $1.6M |
| 2023 | 1,783 | $26.8M | $38,602 | $1.5M |
| 2022 | 1,577 | $24.4M | $42,746 | $1.4M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK NEW YORK | Recordkeeper | $97,552 | — | $97,552 |
| MILLINEUM INVESTMENT & RETIREMENT A | Investment Advisor | $5,766 | — | $5,766 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK NEW YORK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,318
- Estimated Expense Ratio: 0.334% 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 | $103,318 | — | — | — | — |
| 2023 | $113,607 | — | $109,741 | — | — |
| 2022 | $94,287 | — | $94,287 | — | — |