Plan Snapshot
- Plan Sponsor: Dichello Distributors, INC.
- Sponsor EIN: 060759339
- Sponsor Address: 55 MARSH HILL ROAD, ORANGE, CT, 06477
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $16.7M
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 | 111 | $16.7M | $246,734 | $392,417 |
| 2023 | 122 | $15.9M | $260,742 | $433,466 |
| 2022 | 133 | $13.7M | $258,338 | $422,559 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $39,885 | $24,597 | $15,288 | — | — |
| 2023 | $39,647 | $24,418 | $15,229 | — | — |
| 2022 | $41,234 | $23,707 | $17,527 | — | — |