Plan Snapshot
- Plan Sponsor: Dewinter Group, LLC
- Sponsor EIN: 264419448
- Sponsor Address: 1919 S. BASCOM AVENUE, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 414
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 414 | $23.3M | $0 | $3.4M |
| 2023 | 452 | $20.3M | $1,378 | $4.0M |
| 2022 | 505 | $14.7M | $0 | $3.7M |
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 |
|---|---|---|---|---|
| SENSIBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA 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 | $150,439 | $125,805 | $24,634 | — | — |
| 2023 | $134,540 | $110,390 | $24,150 | — | — |
| 2022 | $130,045 | $109,732 | $20,313 | — | — |