Plan Snapshot
- Plan Sponsor: D2g Group, LLC
- Sponsor EIN: 843510758
- Sponsor Address: 81 COMMERCE DRIVE, FALL RIVER, MA, 02720
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 169 | $8.4M | $185,125 | $622,919 |
| 2023 | 205 | $7.0M | $215,129 | $656,020 |
| 2022 | 228 | $5.7M | $202,452 | $589,021 |
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 PATRIOT FINANCIAL GROUP INS AGE | SERVICE PROVIDER | $5,696 | — | $5,696 |
| MCNAMARA AND ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCNAMARA AND ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,696
- Estimated Expense Ratio: 0.068% 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 | $35,427 | — | — | — | — |
| 2023 | $27,973 | — | — | — | — |
| 2022 | $23,701 | — | — | — | — |