Plan Snapshot
- Plan Sponsor: Diaz Wholesale & Manufacturing
- Sponsor EIN: 581412501
- Sponsor Address: 5501 FULTON IND BLVD, ATLANTA, GA, 30336
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $5.1M
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 | 194 | $5.1M | $43,913 | $465,595 |
| 2023 | 196 | $4.7M | $50,017 | $488,733 |
| 2022 | 208 | $3.7M | $48,426 | $509,947 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER 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 | $32,433 | $23,399 | — | — | — |
| 2023 | $28,333 | $22,716 | — | — | — |
| 2022 | $24,410 | — | — | — | — |