Plan Snapshot
- Plan Sponsor: Dietz & Watson, INC.
- Sponsor EIN: 230526135
- Sponsor Address: 5701 TACONY STREET, PHILADELPHIA, PA, 19135
- Plan Type: 401(k)
- Total Participants: 452
- Total Assets: $12.1M
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 | 452 | $12.1M | $240,469 | $590,224 |
| 2023 | 392 | $11.1M | $833,052 | $577,946 |
| 2022 | 370 | $9.0M | $490,370 | $610,485 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL | INVESTMENT ADVISOR | $28,525 | — | $28,525 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,192 | — | $5,192 |
| 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: $33,717
- Estimated Expense Ratio: 0.278% 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 | $57,617 | $57,617 | — | — | — |
| 2023 | $34,434 | $23,034 | — | — | — |
| 2022 | $46,479 | — | $46,479 | — | — |