Plan Snapshot
- Plan Sponsor: Dx Solutions LLC
- Sponsor EIN: 823971792
- Sponsor Address: 110 DEWEY DRIVE #STE A, NICHOLASVILLE, KY, 40356
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $1.6M
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 | 196 | $1.6M | $144,586 | $243,482 |
| 2023 | 169 | $1.3M | $165,954 | $271,462 |
| 2022 | 145 | $800,298 | $151,529 | $251,994 |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD, CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD, CPA, PLLC — 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 | $259,427 | — | — | — | — |
| 2023 | $2,098 | — | $2,098 | — | — |
| 2022 | $2,803 | $2,803 | — | — | — |