# Dari-Mart Stores, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dari-mart-stores-inc-401k-plan

> Dari-Mart Stores, INC.'s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jones-and-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|—|—|—|

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