Plan Snapshot
- Plan Sponsor: Dibruno Brothers, INC
- Sponsor EIN: 472593694
- Sponsor Address: 1730 CHESTNUT ST, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2023 | 195 | $2.4M | $32,085 | $229,718 |
| 2022 | 318 | $2.1M | $36,521 | $263,678 |
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 |
|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | RECORD-KEEPER | $15,826 | — | $15,826 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT CONSULTANTS GROUP — RECORD-KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,826
- Estimated Expense Ratio: 0.646% of plan assets
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 |
|---|---|---|---|---|---|
| 2023 | $14,258 | — | $6,345 | — | — |
| 2022 | $11,625 | — | — | — | $11,625 |