Plan Snapshot
- Plan Sponsor: Socket Holdings Corporation
- Sponsor EIN: 431698123
- Sponsor Address: 2703 CLARK LN, COLUMBIA, MO, 65202
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 167 | $15.2M | $198,666 | $575,786 |
| 2023 | 159 | $14.2M | $140,589 | $231,069 |
| 2022 | 136 | $8.3M | $149,040 | $225,526 |
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 |
|---|---|---|---|---|
| DCG ASSURANCE, LLC | 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 | $312,458 | — | $28,281 | — | — |
| 2023 | $127,323 | — | $18,367 | — | — |
| 2022 | $17,261 | — | $17,261 | — | — |