# Diamond Vogel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/diamond-vogel-inc-401k-plan

> Diamond Vogel, INC.'s 401(k) plan: 960 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Diamond Vogel, INC.

- **Sponsor EIN:** 421271908

- **Sponsor Address:** P.O. BOX 440, ORANGE CITY, IA, 51041

- **Plan Type:** 401(k)

- **Total Participants:** 960

- **Total Assets:** $81.0M

## 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|960|$81.0M|$2.3M|$5.2M|

| 2023|938|$71.9M|$1.8M|$4.6M|

| 2022|725|$59.3M|$1.5M|$3.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$88,054|—|$88,054|

| CAPFINANCIAL PARTNERS, LLC.|INVESTMENT ADVISOR|$49,812|—|$49,812|

| STRATEGIC ADVISORS, INC.|ADVISOR|$31,016|—|$31,016|

| HENJES, CONNER & WILLIAMS, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HENJES, CONNER & WILLIAMS, PC](https://planprovider.pro/provider/henjes-conner-and-williams-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $168,882

- **Estimated Expense Ratio:** 0.208% 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|$168,882|$80,828|$300|—|—|

| 2023|$156,420|$58,663|—|—|—|

| 2022|$170,174|$20,598|—|—|—|

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