Plan Snapshot
- Plan Sponsor: Deangelis Diamond Construction, LLC
- Sponsor EIN: 650634426
- Sponsor Address: 6635 WILLOW PARK DRIVE, NAPLES, FL, 34109
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $25.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 256 | $25.4M | $2.3M | $2.2M |
| 2023 | 220 | $18.9M | $2.2M | $1.9M |
| 2022 | 187 | $13.2M | $1.5M | $1.6M |
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 |
|---|---|---|---|---|
| WALTERS & ASSOCIATES, CPAS | Auditor | — | — | $0 |
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 | $100,596 | $43,631 | $8,740 | — | — |
| 2023 | $76,145 | $33,527 | $4,002 | — | — |
| 2022 | $59,387 | $25,721 | $33,666 | — | — |