# D &amp; M Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/d-m-holdings-inc-401k-plan

> D &amp; M Holdings INC&#39;s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) — 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|—|—|

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