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)
- Plan Number: 002
- Total Participants: 275
- Total Assets: $34.5M
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. |
|---|---|---|---|---|
| 2025 | 275 | $34.5M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| BANK OF AMERICA NA | Investment Advisor | $60,055 | — | $60,055 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $58,371 | — | $58,371 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,426
- Estimated Expense Ratio: 0.343% 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 |
|---|---|---|---|---|---|
| 2025 | $2,034,969 | $60,055 | — | — | — |
| 2024 | $109,547 | $51,876 | — | — | — |
| 2023 | $98,766 | $44,256 | — | — | — |
| 2022 | $110,919 | $40,824 | — | — | — |