Plan Snapshot
- Plan Sponsor: Diamond R Fertilizer Co., INC.
- Sponsor EIN: 590593514
- Sponsor Address: 4100 GLADES CUT-OFF ROAD, FORT PIERCE, FL, 34981
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $8.3M
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 | 78 | $8.3M | $169,021 | $432,580 |
| 2023 | 88 | $8.1M | $180,829 | $438,058 |
| 2022 | 94 | $7.3M | $195,721 | $441,249 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON, LLC | Auditor | — | — | $0 |
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 | $5,742 | $3,094 | $2,150 | — | — |
| 2023 | $4,337 | $2,937 | $1,200 | — | — |
| 2022 | $3,641 | — | $3,641 | — | — |