# Diaz, Anselmo, & Associates, P.A.. 401(k) Plan
Source: https://planprovider.pro/companies/diaz-anselmo-associates-p-a-401k-plan

> Diaz, Anselmo, & Associates, P.A..'s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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