Data and Contact Management Solutions 401(k) match, vesting and fees
What Data and Contact Management Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 44 defined-contribution plans in administrative, support and waste management services with 500 to 999 participants.
| Data and Contact Management Solutions: employer contribution per participant | $1,328 | |
| Peer median | $1,139 |
| Data and Contact Management Solutions: average balance | $49,406 | |
| Peer median | $40,459 |
| Data and Contact Management Solutions: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16M at the end of plan year 2021 to $25M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 522 | $25M | $672K | $1,328 | 0.62% | Not published | Form 5500 ↗ |
| 2024 | 532 | $20.1M | $554K | $1,090 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 481 | $16.6M | $473K | $1,076 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 385 | $14.5M | $435K | $1,247 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 338 | $16M | $353K | $1,269 | 0.42% | Not published | Form 5500 ↗ |
Common questions
Does Data and Contact Management Solutions match 401(k) contributions?
The match terms for the Data and Contact Management Solutions, LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $672K in employer contributions, about $1,328 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Data and Contact Management Solutions 401(k) match vested?
The vesting schedule for the Data and Contact Management Solutions, LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Data and Contact Management Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Data and Contact Management Solutions, LLC.
I left Data and Contact Management Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Data and Contact Management Solutions, LLC, (612) 243-8620) or the recordkeeper, Principal Life Insurance Company. The Data and Contact Management Solutions old 401(k) page lists the contacts from every plan filing. Find an old Data and Contact Management Solutions 401(k)
Data from the public Form 5500 annual reports Data and Contact Management Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Data and Contact Management Solutions. Not financial advice. Report a correction · Methodology