# Dietz & Watson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dietz-watson-inc-401k-plan-002

> Dietz & Watson, INC.'s 401(k) plan: 610 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dietz & Watson, INC.

- **Sponsor EIN:** 230526135

- **Sponsor Address:** 5701 TACONY STREET, PHILADELPHIA, PA, 19135

- **Plan Type:** 401(k)

- **Total Participants:** 610

- **Total Assets:** $43.2M

## 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|610|$43.2M|$1.6M|$2.0M|

| 2023|526|$37.2M|$1.4M|$1.9M|

| 2022|517|$30.4M|$1.3M|$1.9M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$124,463|—|$124,463|

| WELLS FARGO ADVISORS FIN NETWORK LL|INVESTMENT ADVISOR|$29,998|—|$29,998|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$23,286|—|$23,286|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $177,747

- **Estimated Expense Ratio:** 0.412% 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|$164,377|$53,284|—|—|—|

| 2023|$143,966|$50,857|—|—|—|

| 2022|$145,952|—|$145,952|—|—|

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