Plan Snapshot
- Plan Sponsor: Dzs INC.
- Sponsor EIN: 943333763
- Sponsor Address: 16200 ADDISON RD STE 140, ADDISON, TX, 750015377
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $72.8M
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 | 138 | $72.8M | $629,569 | $2.2M |
| 2023 | 164 | $68.5M | $916,584 | $2.8M |
| 2022 | 281 | $62.8M | $921,696 | $2.9M |
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 |
|---|---|---|---|---|
| LAW OFFICE OF MATTHEW J. BORROR | 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 | $12,110 | — | — | — | — |
| 2023 | $22,611 | — | — | — | — |
| 2022 | $24,518 | — | — | — | — |