# Diamond Peo, LLC 401(k) Plan
Source: https://planprovider.pro/companies/diamond-peo-llc-401k-plan

> Diamond Peo, LLC's 401(k) plan: 1,837 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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