Plan Snapshot
- Plan Sponsor: Teamdynamix Solutions LLC
- Sponsor EIN: 311804205
- Sponsor Address: 1600 DUBLIN ROAD, SUITE 200 NORTH, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $12.9M | $762,769 | $1.6M |
| 2023 | 140 | $9.7M | $614,739 | $1.4M |
| 2022 | 117 | $6.2M | $516,406 | $1.2M |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR, FERON AND CARUCCI | 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 | $37,579 | $34,624 | $2,955 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |