Plan Snapshot
- Plan Sponsor: Diamond Event, INC.
- Sponsor EIN: 870398010
- Sponsor Address: 4518 SOUTH 500 WEST, SALT LAKE CITY, UT, 84123
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 125
- Total Assets: $3.5M
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 | 125 | $3.5M | $215,615 | $295,105 |
| 2022 | 124 | $2.4M | $132,829 | $254,469 |
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 INS CO OF AMERICA | Recordkeeper | $19,208 | — | $19,208 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $14,284 | — | $14,284 |
| NATIONAL BENEFIT SERVICES, LLC | Other Service Provider | $2,250 | $2,857 | $5,107 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,599
- Estimated Expense Ratio: 1.093% 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 | $36,633 | $14,284 | — | — | — |
| 2022 | $29,529 | $13,059 | $16,470 | — | — |