Plan Snapshot
- Plan Sponsor: Dietz, Gilmor & Chazen, Apc
- Sponsor EIN: 330753967
- Sponsor Address: 9665 GRANITE RIDGE DRIVE, SUITE 110, SAN DIEGO, CA, 921232659
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $8.6M
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 | 109 | $8.6M | $0 | $828,305 |
| 2023 | 121 | $8.1M | $0 | $746,442 |
| 2022 | 93 | $6.5M | $0 | $594,880 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | Investment Advisor | $22,145 | — | $22,145 |
| EMPOWER ANNUITY INSURANDCE COMPANY | Recordkeeper | $18,600 | — | $18,600 |
| PREMIER PLAN CONSULTANTS | Other Service Provider | $1,375 | $8,858 | $10,233 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,077 | — | $6,077 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,055
- Estimated Expense Ratio: 0.661% 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 | $46,431 | — | $46,431 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $37,273 | — | — | — | $37,273 |