Plan Snapshot
- Plan Sponsor: Dierbergs Markets, INC.
- Sponsor EIN: 430863198
- Sponsor Address: 16690 SWINGLEY RIDGE RD., CHESTERFIELD, MO, 63017
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $74.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 297 | $74.5M | $976,613 | $2.1M |
| 2023 | 315 | $69.1M | $975,849 | $1.9M |
| 2022 | 321 | $65.2M | $900,906 | $1.8M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $101,671 | — | $101,671 |
| MONETA GROUP LLC | NONE | $45,189 | — | $45,189 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $23,507 | $23,507 |
| RUBIN BROWN LLP | NONE | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- RUBIN BROWN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,867
- Estimated Expense Ratio: 0.246% 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 | $159,960 | $45,789 | — | $12,500 | — |
| 2023 | $152,971 | $42,979 | — | $12,500 | — |
| 2022 | $158,177 | $44,463 | — | — | $9,000 |