Plan Snapshot
- Plan Sponsor: Dickman Supply Company
- Sponsor EIN: 344466777
- Sponsor Address: 1991 ST. MARYS AVENUE, SIDNEY, OH, 45365
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $15.4M
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 | 167 | $15.4M | $233,781 | $827,646 |
| 2023 | 166 | $14.1M | $226,274 | $827,793 |
| 2022 | 169 | $11.6M | $207,698 | $727,867 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SRVC | INVESTMENT ADVISOR | $37,433 | — | $37,433 |
| MONNIER & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,433
- Estimated Expense Ratio: 0.244% 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 | $72,778 | $37,433 | $33,795 | — | — |
| 2023 | $58,928 | — | — | — | — |
| 2022 | $42,094 | — | — | — | $42,094 |