Plan Snapshot
- Plan Sponsor: Dierbergs Markets, INC.
- Sponsor EIN: 430863198
- Sponsor Address: 16690 SWINGLEY RIDGE RD., CHESTERFIELD, MO, 63017
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,134
- Total Assets: $84.9M
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. |
|---|---|---|---|---|
| 2025 | 2,134 | $84.9M | $0 | $0 |
| 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 | Other Service Provider | $195,027 | — | $195,027 |
| MONETA GROUP LLC | Other Service Provider | $67,282 | — | $67,282 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $2 | $27,209 | $27,211 |
| RUBIN BROWN LLP | Other Service Provider | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $302,020
- Estimated Expense Ratio: 0.356% 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 |
|---|---|---|---|---|---|
| 2025 | $6,535,105 | $67,282 | — | $12,500 | — |
| 2024 | $259,824 | $66,305 | — | $12,500 | — |
| 2023 | $245,362 | $63,394 | — | $12,500 | — |
| 2022 | $251,194 | $64,801 | — | — | $9,000 |