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: 1,891
- Total Assets: $78.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,891 | $78.1M | $46,496 | $1.8M |
| 2023 | 1,828 | $72.2M | $97,765 | $1.8M |
| 2022 | 1,798 | $63.6M | $84,758 | $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 | $181,019 | — | $181,019 |
| MONETA GROUP LLC | NONE | $66,305 | — | $66,305 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $25,338 | $25,338 |
| 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: $285,162
- Estimated Expense Ratio: 0.365% 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 | $259,824 | $66,305 | — | $12,500 | — |
| 2023 | $245,362 | $63,394 | — | $12,500 | — |
| 2022 | $251,194 | $64,801 | — | — | $9,000 |