Plan Snapshot
- Plan Sponsor: The Data Entry Company
- Sponsor EIN: 521445148
- Sponsor Address: 8001 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $6.0M
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 | 219 | $6.0M | $491,164 | $343,102 |
| 2023 | 221 | $5.0M | $452,699 | $300,523 |
| 2022 | 236 | $3.9M | $583,794 | $339,758 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $40,299 | — | $40,299 |
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $21,460 | — | $21,460 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- UBS FINANCIAL SERVICES, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,759
- Estimated Expense Ratio: 1.029% 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 | $61,759 | $21,460 | — | — | — |
| 2023 | $56,998 | $16,808 | — | — | — |
| 2022 | $53,804 | — | — | — | — |