Plan Snapshot
- Plan Sponsor: Brett Dinovi And Associates, LLC
- Sponsor EIN: 562594012
- Sponsor Address: 3000 ATRIUM WAY, MOUNT LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 972
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 972 | $8.3M | $153,574 | $1.5M |
| 2023 | 773 | $6.5M | $153,161 | $1.3M |
| 2022 | 506 | $4.4M | $120,188 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORD & SCOTT ASSOCIATES LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,874 | $29,537 | $16,337 | — | — |
| 2023 | $28,275 | $18,553 | $9,722 | — | — |
| 2022 | $32,464 | — | $510 | — | — |