Plan Snapshot
- Plan Sponsor: The Data Entry Company
- Sponsor EIN: 521445148
- Sponsor Address: 8001 WISCONSIN AVENUE, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 413
- Total Assets: $7.6M
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. |
|---|---|---|---|---|
| 2025 | 413 | $7.6M | $0 | $0 |
| 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 | $39,316 | — | $39,316 |
| UBS FINANCIAL SERVICES, INC. | Investment Advisor | $25,939 | — | $25,939 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,255
- Estimated Expense Ratio: 0.863% 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 |
|---|---|---|---|---|---|
| 2025 | $524,790 | $25,939 | — | — | — |
| 2024 | $61,759 | $21,460 | — | — | — |
| 2023 | $56,998 | $16,808 | — | — | — |
| 2022 | $53,804 | — | — | — | — |