Plan Snapshot
- Plan Sponsor: Did Agency Group, LLC
- Sponsor EIN: 611846362
- Sponsor Address: 30 S. 15TH STREET, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $17.9M
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 | 199 | $17.9M | $660,744 | $1.9M |
| 2023 | 193 | $15.5M | $569,122 | $1.8M |
| 2022 | 183 | $12.9M | $453,746 | $1.3M |
| 2020 | 98 | $12.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | INVESTMENT ADVISORY | $45,716 | — | $45,716 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $29,184 | — | $29,184 |
| BDO USA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,900
- Estimated Expense Ratio: 0.418% 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 | $78,925 | $45,716 | $29,184 | — | — |
| 2023 | $61,263 | $39,893 | $19,180 | — | — |
| 2022 | $55,179 | $38,061 | $15,948 | — | $1,170 |
| 2020 | $12,864 | — | $12,864 | — | — |