Plan Ledger DOL Form 5500 · updated monthly

Data Systems, Inc.401(k)

DATA SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.46%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Data Systems, Inc. reported $176,002 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $879 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.57% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 152nd-largest of 565 plans among Nebraska employers on file, and the 1,031st of 4,246 in wholesale trade. In 2024, employees put in $5.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,195,789
Participants with balances598
Active participants511
Employer contributions$449,263
Employee contributions$2,362,638
Employer contribution per active participant$879
Average account balance$67,217
Benefits paid to participants$4,215,788
Plan auditUnmodified (clean) audit opinion
AuditorMCMILLEN DOVAI CO,P.C
Plan history3
Yearassets · accounts · employer contribution
2024$40.2M · 598 accts · $449K emplr
2023$36.6M · 605 accts · $363K emplr
2022$32.1M · 577 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,741
Investment management$100,961
Audit (IQPA)$15,300
Total administrative$176,002
The Data Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$879
Median for plans this size$2,416
2024$879 per active participant
2023$714 per active participant
2022$670 per active participant

Data Systems, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$78,465
CREATIVE PLANNING HOLDCO LLC · Investment management$58,723
MORNINGSTAR INC · Investment management$28,948
MCMILLEN DOVALI CO PC · Accounting / audit$15,300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab, Prudential

This plan has changed recordkeepers within these filings. If you left Data Systems, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$176,002 · 0.46%
2023$94,821 · 0.28%
2022$195,462 · 0.57%
Same employer
Similar plansWholesale Trade · Nebraska
Nmc Group, Inc. NE$79.3M · 0.35%
Amcon Distributing Company NE$75.8M · 0.21%
Nebraska Book Company, Inc. NE$42.3M · 0.07%
Kbc, Inc. NE$33.7M · 0.45%
Dutton-Lainson Company NE$30.8M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470465884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.