Plan Snapshot
- Plan Sponsor: Diamond Drugs, INC.
- Sponsor EIN: 251378278
- Sponsor Address: 645 KOLTER DRIVE, INDIANA, PA, 15701
- Plan Type: 401(k)
- Total Participants: 827
- Total Assets: $47.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 827 | $47.5M | $685,877 | $3.0M |
| 2023 | 789 | $40.6M | $630,468 | $2.7M |
| 2022 | 790 | $34.4M | $595,631 | $2.5M |
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 |
|---|---|---|---|---|
| LINCOLN RETIREMENT | CUSTODIAN | $86,592 | — | $86,592 |
| M2B RETIREMENT CONSULTING, LLC | TPA | $14,620 | — | $14,620 |
| ANCHOR 3(16) FIDUCIARY SERVICES LLC | PLAN ADMINISTRATOR | $13,196 | — | $13,196 |
| CASE SABATINI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN RETIREMENT — CUSTODIAN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,408
- Estimated Expense Ratio: 0.241% 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 |
|---|---|---|---|---|---|
| 2024 | $4,000 | — | $4,000 | — | — |
| 2023 | $4,350 | — | $4,350 | — | — |
| 2022 | $2,900 | $2,900 | — | — | — |