Plan Snapshot
- Plan Sponsor: Dx Mso PLLC
- Sponsor EIN: 460933667
- Sponsor Address: 1025 PEERLESS CROSSING NW, CLEVELAND, TN, 37312
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $2.0M
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 | 117 | $2.0M | $137,002 | $377,772 |
| 2023 | 110 | $2.0M | $89,814 | $318,095 |
| 2022 | 102 | $1.7M | $126,559 | $385,928 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
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 | $42,250 | — | $42,250 | — | — |
| 2023 | $43,947 | — | $43,947 | — | — |
| 2022 | $39,696 | — | — | — | $39,696 |