Plan Snapshot
- Plan Sponsor: Diaz Stone And Pallet INC.
- Sponsor EIN: 200514441
- Sponsor Address: 747 GROW AVE., MONTROSE, PA, 18801
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $3.2M
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 | 168 | $3.2M | $191,174 | $296,746 |
| 2023 | 188 | $2.7M | $231,335 | $346,587 |
| 2022 | 221 | $2.0M | $243,425 | $359,749 |
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 |
|---|---|---|---|---|
| MMQ & ASSOCIATES, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMQ & ASSOCIATES, P.C — Auditor
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 | $28,465 | — | $28,465 | — | — |
| 2023 | $22,542 | — | $22,542 | — | — |
| 2022 | $17,894 | $2,625 | $12,644 | — | $2,625 |