Plan Snapshot
- Plan Sponsor: Diamond Environmental Services, LP
- Sponsor EIN: 330766453
- Sponsor Address: 807 EAST MISSION ROAD, SAN MARCOS, CA, 92069
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $10.7M
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 | 244 | $10.7M | $364,744 | $573,240 |
| 2023 | 275 | $9.4M | $292,336 | $572,689 |
| 2022 | 315 | $7.8M | $281,186 | $556,876 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS, 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 | $103,132 | — | — | — | — |
| 2023 | $93,067 | — | — | — | — |
| 2022 | $75,882 | $73,532 | $2,350 | — | — |