Plan Snapshot
- Plan Sponsor: Dystar LP
- Sponsor EIN: 561929091
- Sponsor Address: 9844 SOUTHERN PINE BLVD STE A, CHARLOTTE, NC, 282735503
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 222 | $38.3M | $751,607 | $1.4M |
| 2023 | 245 | $36.5M | $842,228 | $1.5M |
| 2022 | 279 | $32.6M | $903,024 | $1.6M |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | ADVISOR | $56,088 | — | $56,088 |
| AC CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,088
- Estimated Expense Ratio: 0.147% 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 | $64,358 | $56,765 | $6,733 | — | — |
| 2023 | $48,865 | $40,670 | $60 | — | — |
| 2022 | $66,394 | $56,380 | $10,014 | — | — |