Plan Snapshot
- Plan Sponsor: Di Overnite, LLC
- Sponsor EIN: 463551719
- Sponsor Address: 1900 S. STATE COLLEGE BLVD., ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 537
- Total Assets: $4.8M
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. |
|---|---|---|---|---|
| 2023 | 537 | $4.8M | $0 | $883,740 |
| 2022 | 635 | $4.0M | $0 | $969,565 |
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 | $36,657 | — | $36,657 |
| DWC ERISA CONSULTANTS, LLC | Other Service Provider | $11,758 | — | $11,758 |
| WOODBURY FINANCIAL SERVICES, INC. | Investment Advisor | $8,456 | — | $8,456 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,871
- Estimated Expense Ratio: 1.188% 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 |
|---|---|---|---|---|---|
| 2023 | $36,045 | $12,067 | $11,758 | — | — |
| 2022 | $43,094 | — | $43,094 | — | — |