Plan Snapshot
- Plan Sponsor: D'Amato Conversano, INC., P.C.
- Sponsor EIN: 911403544
- Sponsor Address: 1700 7TH AVENUE, SUITE 1700, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $45.9M
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 | 299 | $45.9M | $350,000 | $3.1M |
| 2023 | 374 | $40.8M | $300,000 | $3.4M |
| 2022 | 386 | $33.1M | $375,000 | $3.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $71,847 | $45,000 | — | — | — |
| 2023 | $66,332 | $45,000 | — | — | — |
| 2022 | $66,680 | $45,000 | — | — | $21,680 |