Plan Snapshot
- Plan Sponsor: Dicello Levitt LLP
- Sponsor EIN: 820902248
- Sponsor Address: 7556 MENTOR AVE., MENTOR, OH, 44060
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $7.3M
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 | 170 | $7.3M | $636,493 | $1.0M |
| 2023 | 166 | $5.8M | $530,217 | $1.0M |
| 2022 | 119 | $2.8M | $182,392 | $353,583 |
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 |
|---|---|---|---|---|
| ADMIN GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $20,381 | — | $20,381 |
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | $16,499 | — | $16,499 |
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $8,019 | — | $8,019 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,899
- Estimated Expense Ratio: 0.619% 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 | $44,899 | $16,499 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |