Plan Snapshot
- Plan Sponsor: Diaz, Anselmo, & Associates, P.A..
- Sponsor EIN: 650345496
- Sponsor Address: 499 NW 70 AVE., SUITE 309, PLANTATION, FL, 33317
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $5.9M
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 | 141 | $5.9M | $87,980 | $269,583 |
| 2023 | 141 | $5.7M | $0 | $278,464 |
| 2022 | 135 | $5.4M | $0 | $306,959 |
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 |
|---|---|---|---|---|
| NOVOGRADAC & COMPANY 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 | $39,579 | $39,579 | — | — | — |
| 2023 | $39,634 | $39,634 | — | — | — |
| 2022 | $47,497 | $47,497 | — | — | — |