Retirement plan

D.S.E., INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: D.S.E., INC. D/B/A SCREEN TECH DESIGNS - D.S.E., INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: D.S.E., INC. D/B/A SCREEN TECH DESIGNS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D.S.E., INC. 401(K) PROFIT SHARING PLAN AND TRUST, D.S.E., INC. D/B/A SCREEN TECH DESIGNS

D.S.E., INC. D/B/A SCREEN TECH DESIGNSEIN 35-1613370Plan #001PY 2024

2651 CESSNA DRIVE - COLUMBUS, IN 472031877812-376-0310LinkedIn11-50 employeescomputer hardware

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$968K

+28.4% from 2023

Total participants

+15.0% from 2023

Average account balance

$50,948

+14.9% from 2023

Annual return

19.72%

-0.72 pp from 2023

Benchmarks

See 23,012 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort23,012 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$968K

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$767

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

Free accounts unlock saves, downloads, and 3-year history.

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 codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$15K

$694 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.505%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,948

$117,829-56.8%

$102,423-50.3%

$145,877-65.1%

Participation rate

81.0%

78.6%+2.3pp

76.5%+4.4pp

80.3%+0.7pp

Annual return

19.72%

31.83%-12.1pp

29.42%-9.7pp

551.28%-531.6pp

Employer contribution / active EE

$882

$3,615-75.6%

$3,023-70.8%

$4,663-81.1%

Participant deferral / active EE

$2,739

$5,732-52.2%

$5,054-45.8%

$6,691-59.1%

Admin fee / account holder

$767

$13,335-94.2%

$9,455-91.9%

$13,402-94.3%

D.S.E., INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.S.E., INC. 401(K) PROFIT SHARING PLAN AND TRUST

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