Plan Snapshot
- Plan Sponsor: Dxp Enterprises, INC.
- Sponsor EIN: 760509661
- Sponsor Address: 5301 HOLLISTER ST, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 2,901
- Total Assets: $250.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,901 | $250.1M | $7.6M | $15.1M |
| 2023 | 2,654 | $209.0M | $5.9M | $13.4M |
| 2022 | 2,458 | $175.4M | $2.8M | $11.4M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $61,369 | — | $61,369 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,369
- Estimated Expense Ratio: 0.025% 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 | $15,666 | $61,369 | $600 | — | — |
| 2023 | $77,507 | $62,355 | $300 | — | — |
| 2022 | $114,692 | $55,518 | — | — | — |