Plan Snapshot
- Plan Sponsor: Dgi-Menard, INC.
- Sponsor EIN: 542031153
- Sponsor Address: 150 EAST MAIN STREET, SUITE 500, CARNEGIE, PA, 151060000
- Plan Type: DC
- Total Participants: 961
- Total Assets: $5.4M
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 | 961 | $5.4M | $882,702 | $0 |
| 2023 | 341 | $4.2M | $592,821 | $0 |
| 2022 | 251 | $3.2M | $738,776 | $0 |
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 |
|---|---|---|---|---|
| HERBEIN & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN & COMPANY, INC. — 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 | $15,403 | — | $450 | — | — |
| 2023 | $12,880 | $9,360 | — | — | — |
| 2022 | $11,110 | $7,818 | — | — | $3,292 |