# Dietz & Watson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dietz-watson-inc-401k-plan-007

> Dietz & Watson, INC.'s 401(k) plan: 117 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:** 117

- **Total Assets:** $1.6M

## 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|117|$1.6M|$124,065|$79,351|

| 2023|109|$1.3M|$120,652|$66,279|

| 2022|94|$1.0M|$88,734|$64,381|

## 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|

| 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:** $0

### 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|$10,603|$3,905|—|—|—|

| 2023|$8,454|$3,050|—|—|—|

| 2022|$8,132|$2,432|$5,700|—|—|

## Similar Plans

- [F.M. Brown'S Sons, INC.](https://planprovider.pro/companies/f-m-brown-s-sons-inc-401k-plan) — 135 participants

- [Formula 1 Feeds, INC.](https://planprovider.pro/companies/formula-1-feeds-inc-401k-plan) — 48 participants

- [Amz Manufacturing Corporation](https://planprovider.pro/companies/amz-manufacturing-corporation-401k-plan) — 248 participants

- [Tpc Us Parent, LLC](https://planprovider.pro/companies/tpc-us-parent-llc-401k-plan) — 293 participants

- [Dietz & Watson, INC.](https://planprovider.pro/companies/dietz-watson-inc-401k-plan-005) — 452 participants

- [Jf Martin Family Corporation](https://planprovider.pro/companies/jf-martin-family-corporation-401k-plan) — 469 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dietz-watson-inc-401k-plan-007)

© 2026 PlanProvider.Pro