Plan Snapshot
- Plan Sponsor: Dewey Services, INC.
- Sponsor EIN: 953152289
- Sponsor Address: 939 E UNION ST, PASADENA, CA, 911061716
- Plan Type: DC
- Total Participants: 435
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 435 | $22.3M | $195,000 | $924,547 |
| 2023 | 438 | $20.9M | $194,000 | $803,411 |
| 2022 | 440 | $19.5M | $193,000 | $819,719 |
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 |
|---|---|---|---|---|
| WEINBERG & COMPANY P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINBERG & COMPANY P.A. — 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 | $130,544 | — | $130,544 | — | — |
| 2023 | $119,193 | — | $119,193 | — | — |
| 2022 | $81,609 | — | $81,609 | — | — |