Plan Ledger DOL Form 5500 · updated monthly

Direct Marketing Solutions, Inc.401(k)

DIRECT MARKETING SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Direct Marketing Solutions, Inc. reported $30,012 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $471 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 rose from 0.09% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 458th-largest of 1,021 plans among Oregon employers on file, and 6,826th of 11,654 in professional & technical services. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,001,515
Participants with balances435
Active participants425
Employer contributions$200,000
Employee contributions$745,813
Employer contribution per active participant$471
Average account balance$32,187
Benefits paid to participants$1,094,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 435 accts · $200K emplr
2023$13.4M · 440 accts · $500K emplr
2022$11.7M · 354 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,012
Total administrative$30,012
The Direct Marketing Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$471
Median for plans this size$2,416
2024$471 per active participant
2023$1,337 per active participant
2022$459 per active participant

Direct Marketing Solutions, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,012

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

Administrative cost history3
2024$30,012 · 0.22%
2023$19,281 · 0.15%
2022$9,034 · 0.09%
Same employer
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Aspen Ml LLC OR$14.7M · 0.22%
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Act-On Software, Inc. OR$14.0M · 0.18%
Zrt Laboratory, LLC OR$12.9M · 0.02%
Thesis, LLC OR$12.7M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930823419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.