Plan Snapshot
- Plan Sponsor: Dbvr Rockville LP
- Sponsor EIN: 813363362
- Sponsor Address: 2033 SAN ELIJO AVE PMB 1180, CARDIFF, CA, 920071726
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $46,690
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 36 | $46,690 | $0 | $4,144 |
| 2023 | 33 | $60,812 | $0 | $17,687 |
| 2022 | 31 | $40,166 | $0 | $12,186 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,915 | — | — | — | — |
| 2023 | $1,931 | $177 | $894 | — | — |
| 2022 | $1,731 | $140 | $1,591 | — | — |