Plan Snapshot
- Plan Sponsor: Dg3, INC. Dba Dallas Glass
- Sponsor EIN: 931049977
- Sponsor Address: 111 50TH AVENUE NW, SALEM, OR, 97304
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 122 | $11.7M | $0 | $0 |
| 2024 | 88 | $9.2M | $613,777 | $518,395 |
| 2023 | 82 | $7.5M | $496,848 | $421,847 |
| 2022 | 79 | $6.0M | $438,865 | $377,827 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $20,622 | — | $20,622 |
| GESCHER HERBER GROUP | INVESTMENT ADVISOR | $19,873 | — | $19,873 |
| PROFESSIONAL BENEFIT SERVICES INC | CONTRACT ADMIN | $2,550 | $4,842 | $7,392 |
| JARRARD, SEIBERT, POLLARD & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JARRARD, SEIBERT, POLLARD & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,887
- Estimated Expense Ratio: 0.410% 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 |
|---|---|---|---|---|---|
| 2025 | $41,879 | $41,879 | — | — | — |
| 2024 | $34,625 | — | — | — | — |
| 2023 | $28,106 | — | — | — | — |
| 2022 | $48,102 | — | — | — | $48,102 |