Plan Snapshot
- Plan Sponsor: Dianne'S Fine Desserts, INC.
- Sponsor EIN: 455132856
- Sponsor Address: MATT MCKEAG, SAINT PAUL, MN, 55101
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $2.2M
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. |
|---|---|---|---|---|
| 2024 | 159 | $2.2M | $104,875 | $191,255 |
| 2023 | 323 | $17.8M | $389,343 | $904,926 |
| 2022 | 322 | $16.2M | $426,818 | $964,125 |
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 |
|---|---|---|---|---|
| RSM US LLP | 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 | $20,020 | — | — | — | — |
| 2023 | $24,858 | — | $24,858 | — | — |
| 2022 | $23,359 | — | $23,359 | — | — |