Plan Ledger DOL Form 5500 · updated monthly

Data Tech Systems, LLC401(k)

DATA TECH SYSTEMS, LLC 401(K) PROFIT SHARING PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.85%

Data Tech Systems, LLC reported $45,680 in plan administrative expenses for 2022: 0.85% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in North Carolina (1,482nd of 2,005), and 1,900th of 2,199 in information & media.

Plan summary
Net assets, end of year$4,800,520
Participants with balances61
Active participants87
Employer contributions—
Employee contributions$310,492
Employer contribution per active participant—
Average account balance$78,697
Benefits paid to participants$385,862
Plan auditUnmodified (clean) audit opinion
AuditorSCHARF PERA & CO PLLC
Administrative expenses, itemized · 2022
Professional / advisory$45,680
Total administrative$45,680
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$45,680 · 0.85%
Similar plansInformation & Media · North Carolina
Terra Dotta, LLC NC$5.6M · 0.08%
Jupiterone, Inc. NC$5.3M · 0.58%
Real Magic, Inc. NC$5.1M · 0.09%
Carnow NC$4.3M · 0.30%
Curtis Media Group, Inc. NC$4.3M · 0.02%
Ovuline, Inc. NC$4.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263704747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.