Plan Snapshot
- Plan Sponsor: D & B Engineers And Architects, D.P.C.
- Sponsor EIN: 112393559
- Sponsor Address: 330 CROSSWAYS PARK DRIVE, WOODBURY, NY, 117972015
- Plan Type: DC
- Total Participants: 172
- Total Assets: $74.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 172 | $74.5M | $736,148 | $1.7M |
| 2023 | 172 | $67.1M | $856,664 | $1.7M |
| 2022 | 182 | $58.9M | $851,929 | $1.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $30,575 | — | $30,575 |
| TMI CPA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- TMI CPA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,575
- Estimated Expense Ratio: 0.041% 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 | $30,505 | — | — | — | — |
| 2023 | $5,490 | — | — | — | — |
| 2022 | $6,085 | — | — | — | — |