Plan Snapshot
- Plan Sponsor: Diakonia Group, LLC
- Sponsor EIN: 460705501
- Sponsor Address: 230 FRANKLIN RD, BLDG 2, FRANKLIN, TN, 37064
- Plan Type: 401(k)
- Total Participants: 721
- Total Assets: $33.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 721 | $33.9M | $2.9M | $4.2M |
| 2023 | 613 | $22.1M | $2.6M | $3.4M |
| 2022 | 625 | $14.5M | $2.1M | $2.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $14,100 | — | $11,400 | — | — |
| 2023 | $15,150 | — | $11,950 | — | — |
| 2022 | $9,556 | — | — | — | — |