Plan Snapshot
- Plan Sponsor: D & D Gear, INC.
- Sponsor EIN: 952756322
- Sponsor Address: 4890 E LA PALMA AVE, ANAHEIM, CA, 92807
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $30.6M
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 | 238 | $30.6M | $685,871 | $1.5M |
| 2023 | 224 | $25.9M | $642,698 | $1.4M |
| 2022 | 186 | $22.0M | $555,209 | $1.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $57,671 | — | $57,671 |
| BANK OF AMERICA NA | INVESTMENT ADVISOR | $51,876 | — | $51,876 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,547
- Estimated Expense Ratio: 0.358% 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 | $109,547 | $51,876 | — | — | — |
| 2023 | $98,766 | $44,256 | — | — | — |
| 2022 | $110,919 | $40,824 | — | — | — |