Plan Snapshot
- Plan Sponsor: Didion Milling, INC
- Sponsor EIN: 391251904
- Sponsor Address: 501 S. WILLIAMS ST., CAMBRIA, WI, 53923
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $22.5M
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 | 253 | $22.5M | $792,987 | $1.3M |
| 2023 | 226 | $20.6M | $759,249 | $1.2M |
| 2022 | 235 | $15.9M | $692,832 | $1.1M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $53,167 | — | $53,167 |
| NFP RETIREMENT INC | Investment Advisor | $35,133 | — | $35,133 |
| GRANT THORNTON LLP | Auditor | $18,720 | — | $18,720 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- NFP RETIREMENT INC — Investment Advisor
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,020
- Estimated Expense Ratio: 0.475% 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 | $107,020 | $35,133 | — | $18,720 | — |
| 2023 | $76,003 | $31,936 | — | $20,976 | — |
| 2022 | $64,533 | $35,323 | — | — | $12,480 |