Plan Snapshot
- Plan Sponsor: Dari-Mart Stores, INC.
- Sponsor EIN: 930619590
- Sponsor Address: 125 EAST 6TH AVENUE, JUNCTION CITY, OR, 97448
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $8.9M
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 | 169 | $8.9M | $130,004 | $497,208 |
| 2023 | 174 | $8.2M | $143,856 | $471,490 |
| 2022 | 184 | $7.7M | $173,291 | $537,659 |
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 |
|---|---|---|---|---|
| JONES & ROTH PC | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.084% 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 | $70,518 | $34,570 | — | $7,500 | — |
| 2023 | $53,331 | $23,282 | — | — | — |
| 2022 | $58,584 | $37,391 | — | — | — |