# Dietz & Watson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dietz-watson-inc-401k-plan-005

> Dietz & Watson, INC.'s 401(k) plan: 452 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:** 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|—|—|

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