Plan Snapshot
- Plan Sponsor: D & M Holdings INC
- Sponsor EIN: 330879484
- Sponsor Address: 9001 GROSSMONT BLVD STE 714, LA MESA, CA, 919414095
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $273,933
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 | 125 | $273,933 | $0 | $83,849 |
| 2023 | 117 | $181,929 | $0 | $65,032 |
| 2022 | 100 | $104,030 | $0 | $70,993 |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES,PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,946 | $1,235 | $2,851 | — | — |
| 2023 | $3,413 | $805 | $1,748 | — | — |
| 2022 | $2,151 | $369 | $1,782 | — | — |