Plan Snapshot
- Plan Sponsor: Dfm Investment, Co.
- Sponsor EIN: 871456539
- Sponsor Address: 5939 SOUTH LINDBERGH BLVD, ST. LOUIS, MO, 63123
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $17.1M
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 | 176 | $17.1M | $412,552 | $1.1M |
| 2023 | 176 | $15.7M | $376,364 | $1.1M |
| 2022 | 169 | $13.0M | $344,504 | $957,816 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM 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 | $82,974 | $41,487 | $41,487 | — | — |
| 2023 | $69,649 | $34,569 | $35,080 | — | — |
| 2022 | $76,224 | $42,412 | $33,812 | — | — |