Dm Group 401k Plan — Form 5500 plan (Pricetrace LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dm Group 401k Plan is a benefit plan reported by Pricetrace LLC under EIN 26-4669947 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $3,922,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pricetrace LLC
- EIN
- 26-4669947
- Plan number
- 001
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $3,922,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241008144815NAL0008478099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,922,588
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,922,588
- Net assets (BOY)
- $2,687,922
Income & contributions
- Employer contributions
- $313,248
- Participant contributions
- $681,488
- Total contributions
- $994,736
- Total income / additions
- $1,681,113
Expenses & distributions
- Benefits paid
- $413,295
- Administrative expenses
- $31,380
- Total expenses
- $446,447
- Net increase / (decrease)
- $1,234,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chin Po Avantax Advisory Services | FIDUCIARY ADVISOR | $16,071 | not reported in the loaded dataset | 2023 |
| Eplan Advisors, LLC | PENSION CONSULTANT | $9,252 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Fiduciary Service | FIDUCIARY ADVISOR | $1,607 | not reported in the loaded dataset | 2023 |