Plan Snapshot
- Plan Sponsor: Dee Holdings, INC.
- Sponsor EIN: 200572514
- Sponsor Address: 8779 STATE ROUTE 703, CELINA, OH, 458222936
- Plan Type: 401(k)
- Total Participants: 1,197
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,197 | $9.3M | $231,758 | $1.5M |
| 2023 | 1,217 | $7.7M | $238,978 | $1.2M |
| 2022 | 995 | $6.9M | $205,271 | $1.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $61,119 | $25,128 | $35,991 | — | — |
| 2023 | $89,582 | — | $73,834 | $15,748 | — |
| 2022 | $77,909 | — | $64,354 | — | $13,555 |