Digital Management, LLC 401(K) Plan — Form 5500 plan (Digital Management, 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, Digital Management, LLC 401(K) Plan is a benefit plan reported by Digital Management, LLC under EIN 68-0505254 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,613 participants and $178,086,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Digital Management, LLC
- EIN
- 68-0505254
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 2,613
- End-of-year plan assets
- $178,086,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,613 | H, C | 20240829122243NAL0013530449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,086,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $178,086,207
- Net assets (BOY)
- $141,656,696
Income & contributions
- Employer contributions
- $4,348,264
- Participant contributions
- $13,975,012
- Total contributions
- $21,082,002
- Total income / additions
- $47,300,192
Expenses & distributions
- Benefits paid
- $19,783,266
- Administrative expenses
- $294,634
- Total expenses
- $20,084,381
- Net increase / (decrease)
- $27,215,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $153,361 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $44,273 | not reported in the loaded dataset | 2023 |
| Assurance Dimension, Inc. | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Digital Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Assurance Dimension, Inc. — Schedule C compensation