Plan Snapshot
- Plan Sponsor: Dfk Management, INC.
- Sponsor EIN: 521586981
- Sponsor Address: 302 CENTURY DR, MOUNT AIRY, MD, 217714134
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $13.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 254 | $13.3M | $156,084 | $1.0M |
| 2023 | 242 | $11.7M | $153,816 | $1.1M |
| 2022 | 232 | $10.4M | $164,517 | $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 |
|---|---|---|---|---|
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER, CHARTERED — 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 | $98,097 | $28,367 | $40,090 | — | — |
| 2023 | $92,073 | $31,497 | $34,957 | — | — |
| 2022 | $13,549 | — | $8,033 | — | $5,516 |