# Brett Dinovi And Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brett-dinovi-and-associates-llc-401k-plan

> Brett Dinovi And Associates, LLC's 401(k) plan: 972 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS|NONE|$29,537|—|$29,537|

| THE VANGUARD GROUP, INC.|NONE|$16,337|—|$16,337|

| FORD & SCOTT ASSOCIATES LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,874

- **Estimated Expense Ratio:** 0.555% of plan assets

### 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|—|—|

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