Plan Snapshot
- Plan Sponsor: Dicalite Management Group, INC.
- Sponsor EIN: 800423777
- Sponsor Address: 1001 CONSHOHOCKEN STATE ROAD, WEST CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 293 | $10.9M | $496,566 | $1.1M |
| 2023 | 277 | $8.6M | $415,316 | $892,273 |
| 2022 | 280 | $6.5M | $375,887 | $769,679 |
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 |
|---|---|---|---|---|
| MMA SECURITIES, LLC | INVESTMENT/FINANCIAL ADVI | $65,310 | — | $65,310 |
| ADP, INC. | RECORD KEEPER | $39,858 | — | $39,858 |
| MORISON COGEN LLP | ACCOUNTANT | $13,300 | — | $13,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES, LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- MORISON COGEN LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,468
- Estimated Expense Ratio: 1.088% 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 |
|---|---|---|---|---|---|
| 2024 | $118,467 | — | — | — | — |
| 2023 | $85,932 | $49,243 | — | — | — |
| 2022 | $64,787 | — | — | — | — |