Plan Snapshot
- Plan Sponsor: Dignified Home Loans, LLC
- Sponsor EIN: 272070732
- Sponsor Address: 1 BAXTER WAY STE 120, WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 74 | $7.6M | $0 | $340,408 |
| 2023 | 59 | $7.0M | $22,066 | $371,103 |
| 2022 | 111 | $6.4M | $0 | $725,308 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $52,214 | $25,037 | $3,131 | — | — |
| 2023 | $57,899 | $22,695 | $5,896 | — | — |
| 2022 | $57,970 | $27,660 | $30,310 | — | — |