Plan Snapshot
- Plan Sponsor: Diamatrix, INC
- Sponsor EIN: 043473997
- Sponsor Address: 430 LINCOLN HIGHWAY, FAIRLESS HILLS, PA, 19030
- Plan Type: DC
- Plan Number: 015
- Total Participants: 174
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 174 | $10.0M | $0 | $0 |
| 2024 | 126 | $10.2M | $2.9M | $0 |
| 2023 | 141 | $7.1M | $0 | $0 |
| 2022 | 155 | $4.9M | $308,193 | $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 |
|---|---|---|---|---|
| JOANN MARINO | Other Service Provider | $40,000 | — | $40,000 |
| TRANSITION FINANCIA STRATEGIES, LLC | Other Service Provider | $28,277 | — | $28,277 |
| PRAIRIE CAPITAL ADVISORS, INC. | Other Service Provider | $19,550 | — | $19,550 |
| KATZ, SAPPER & MILLER | Other Service Provider | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,327
- Estimated Expense Ratio: 1.039% 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 | $634,003 | $104,625 | — | — | — |
| 2024 | $99,039 | $99,039 | — | — | — |
| 2023 | $92,466 | $92,466 | — | — | — |
| 2022 | $154,048 | — | — | — | $154,048 |