Plan Snapshot
- Plan Sponsor: D'Annunzio Group, INC.
- Sponsor EIN: 222850163
- Sponsor Address: 3730 PARK AVENUE, SOUTH PLAINFIELD, NJ, 07080
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $22.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $22.8M | $821,509 | $618,982 |
| 2023 | 56 | $20.3M | $776,599 | $611,430 |
| 2022 | 58 | $18.7M | $462,965 | $590,871 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $42,001 | — | $42,001 |
| EMPOWER ANNUNITY INSURANCE | Recordkeeper | $8,472 | — | $8,472 |
| CHARLES SCHWAB & CO, INC | Investment Advisor | $6,449 | — | $6,449 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,922
- Estimated Expense Ratio: 0.250% 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 | $1,677,039 | — | $56,922 | — | — |
| 2023 | $2,314,229 | — | $41,683 | — | — |
| 2022 | $1,050,612 | — | $90,793 | — | — |