Plan Snapshot
- Plan Sponsor: Diamond Peo, LLC
- Sponsor EIN: 813573469
- Sponsor Address: 27442 CALLE ARROYO # 45 COTTAGE, SAN JUAN CAPISTRANO, CA, 926756752
- Plan Type: 401(k)
- Total Participants: 1,837
- Total Assets: $247,882
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 | 1,837 | $247,882 | $0 | $44,924 |
| 2023 | 1,836 | $221,598 | $0 | $40,909 |
| 2022 | 1,836 | $182,554 | $0 | $18,660 |
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 |
|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $31,095 | — | $31,095 |
| MIKE AVERSANO CPA, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,095
- Estimated Expense Ratio: 12.544% 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 | $33,859 | $113 | $33,746 | — | — |
| 2023 | $21,070 | $102 | $20,968 | — | — |
| 2022 | $39,680 | $94 | $39,586 | — | — |