Plan Snapshot
- Plan Sponsor: Den-Mat Holdings, LLC
- Sponsor EIN: 261556157
- Sponsor Address: 1017 W. CENTRAL AVE, LOMPOC, CA, 93436
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $13.9M
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 | 134 | $13.9M | $205,799 | $834,376 |
| 2023 | 176 | $12.6M | $242,967 | $914,592 |
| 2022 | 203 | $11.0M | $239,254 | $986,272 |
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 |
|---|---|---|---|---|
| BARTLETT, PRINGLE & WOLF, LLP | 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 | $35,247 | $31,797 | — | — | — |
| 2023 | $30,662 | $28,687 | — | — | — |
| 2022 | $32,406 | — | — | — | — |