Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DISABILITY SERVICE PROVIDER NETWORK, INC.

Name: DISABILITY SERVICE PROVIDER NETWORK, INC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DISABILITY SERVICE PROVIDER NETWORK, INC. (2025) Form 5500
Creator: DISABILITY SERVICE PROVIDER NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DISABILITY SERVICE PROVIDER NETWORK, INC., DISABILITY SERVICE PROVIDER NETWORK, INC.

DISABILITY SERVICE PROVIDER NETWORK, INC.EIN 23-7046390Plan #001PY 2025

8517 EXCELSIOR DR SUITE 205 - MADISON, WI 53717608-244-5310dspn.orgLinkedIn1-10 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+9.4% from 2024

Total participants

-68.1% from 2024

Average account balance

$150,322

+295.4% from 2024

Annual return

15.19%

-11.14 pp from 2024

Benchmarks

See 88,187 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort88,187 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.91M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$150K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

118.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$308K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$19868

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$517K

$23481 / participant

Other / not subdivided$517K100.0%

% of EOY assets

13.217%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,322

$177,572-15.3%

$154,803-2.9%

$142,382+5.6%

Participation rate

81.8%

82.1%-0.2pp

78.1%+3.7pp

80.1%+1.7pp

Annual return

15.19%

65.07%-49.9pp

58.88%-43.7pp

217.08%-201.9pp

Employer contribution / active EE

$6,487

$4,810+34.8%

$4,305+50.7%

$4,299+50.9%

Participant deferral / active EE

$7,508

$6,272+19.7%

$5,540+35.5%

$6,507+15.4%

Admin fee / account holder

$19,868

$16,786+18.4%

$14,329+38.7%

$12,624+57.4%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DISABILITY SERVICE PROVIDER NETWORK, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF DISABILITY SERVICE PROVIDER NETWORK, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion