Plan Snapshot
- Plan Sponsor: Desert De Oro Foods, INC.
- Sponsor EIN: 860418856
- Sponsor Address: PO BOX 4179, KINGMAN, AZ, 86402
- Plan Type: 401(k)
- Total Participants: 5,212
- Total Assets: $21.6M
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 | 5,212 | $21.6M | $1.0M | $2.0M |
| 2023 | 2,646 | $17.5M | $915,970 | $1.8M |
| 2022 | 3,606 | $13.6M | $738,935 | $1.4M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $124,035 | — | $124,035 |
| NATIONAL PROFESSIONAL PLANNING GROU | SERVICE PROVIDER | $34,183 | — | $34,183 |
| WALLACE PLESE & DREHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- WALLACE PLESE & DREHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,218
- Estimated Expense Ratio: 0.734% 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 | $158,219 | — | $158,219 | — | — |
| 2023 | $126,815 | — | $126,815 | — | — |
| 2022 | $101,293 | — | $101,293 | — | — |