Plan Snapshot
- Plan Sponsor: Dignari, LLC
- Sponsor EIN: 464075882
- Sponsor Address: 2509 EAST RANDOLPH AVE, ALEXANDRIA, VA, 22301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $3.1M | $1.2M | $2.5M |
| 2023 | 247 | $14.7M | $1.1M | $2.1M |
| 2022 | 177 | $8.8M | $710,613 | $1.4M |
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 |
|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | Investment Advisor | $118,142 | — | $118,142 |
| CHARLES SCHWAB AND COMPANY | Custodian / Trustee | $9,163 | — | $9,163 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB AND COMPANY — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,305
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 |
|---|---|---|---|---|---|
| 2025 | $3,109,499 | $6,803 | — | — | — |
| 2024 | $131,814 | $118,650 | — | — | — |
| 2023 | $66,359 | $64,535 | — | — | — |
| 2022 | $614,840 | — | — | — | — |