Plan Snapshot
- Plan Sponsor: D'Ambrosio'S Dodge, INC.
- Sponsor EIN: 232366984
- Sponsor Address: 1221 EAST LANCASTER AVE., DOWNINGTOWN, PA, 19335
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 352 | $3.1M | $40,810 | $404,237 |
| 2023 | 297 | $2.8M | $43,532 | $403,317 |
| 2022 | 299 | $2.3M | $50,106 | $523,939 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | RECORD KEEPER | $18,369 | — | $18,369 |
| VOYNOW BAYARD WHYTE AND CO, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,369
- Estimated Expense Ratio: 0.591% 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 | $34,836 | — | — | — | — |
| 2023 | $28,540 | — | — | — | — |
| 2022 | $23,155 | — | — | — | — |