Plan Snapshot
- Plan Sponsor: The Dtx Company
- Sponsor EIN: 833253874
- Sponsor Address: 233 SPRING STREET, NEW YORK, NY, 10013
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 179
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 179 | $5.6M | $0 | $0 |
| 2024 | 101 | $5.5M | $0 | $1.2M |
| 2023 | 104 | $4.2M | $0 | $1.3M |
| 2022 | 122 | $2.3M | $0 | $1.1M |
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 |
|---|---|---|---|---|
| GUIDELINE INVESTMENTS, LLC | Custodian / Trustee | $6,564 | — | $6,564 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,564
- Estimated Expense Ratio: 0.117% 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 | $2,000,594 | $6,565 | — | — | — |
| 2024 | $6,859 | $3,983 | — | — | — |
| 2023 | $4,256 | $2,528 | — | — | — |
| 2022 | $187,688 | — | — | — | — |