# Daily Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/daily-management-401-k-profit-sharing-plan-401k-plan

> Daily Management, INC.'s 401(k) plan: 640 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Daily Management, INC.

- **Sponsor EIN:** 592242825

- **Sponsor Address:** 16461 RACQUET CLUB ROAD, FORT LAUDERDALE, FL, 33326

- **Plan Type:** 401(k)

- **Total Participants:** 640

- **Total Assets:** $14.5M

## 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.|

| 2024|640|$14.5M|$576,446|$1.2M|

| 2023|638|$12.9M|$533,135|$1.1M|

| 2022|553|$10.7M|$492,328|$943,547|

## 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|

| ADP, INC.|RECORD KEEPER|$51,349|—|$51,349|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$38,848|—|$38,848|

| LAPADULA CARLSON AND CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [LAPADULA CARLSON AND CO](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,197

- **Estimated Expense Ratio:** 0.621% 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|$90,199|$38,849|—|—|—|

| 2023|$82,792|$32,860|—|—|—|

| 2022|$82,276|$82,276|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/daily-management-401-k-profit-sharing-plan-401k-plan)

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