Plan Snapshot
- Plan Sponsor: Dayton-Granger INC.
- Sponsor EIN: 591926443
- Sponsor Address: 3299 SW 9TH AVE, FT. LAUDERDALE, FL, 33315
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $11.2M
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 | 145 | $11.2M | $376,276 | $764,923 |
| 2023 | 130 | $12.1M | $317,937 | $705,943 |
| 2022 | 123 | $10.0M | $222,222 | $577,043 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $3,674 | $38,124 | $41,798 |
| GLOBAL RETIREMENT PARTNERS | NONE | $33,374 | — | $33,374 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — NONE
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,172
- Estimated Expense Ratio: 0.673% 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 | $31,574 | $29,700 | $1,874 | — | — |
| 2023 | $28,690 | $27,430 | $1,260 | — | — |
| 2022 | $22,220 | $6,002 | $16,218 | — | — |