Plan Snapshot
- Plan Sponsor: Diligent Consulting, INC.
- Sponsor EIN: 743013087
- Sponsor Address: 901 NE LOOP 410, SUITE 600, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $11.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $11.6M | $260,249 | $631,681 |
| 2023 | 92 | $10.5M | $265,710 | $695,490 |
| 2022 | 92 | $9.3M | $259,946 | $668,059 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $53,872 | — | $53,872 |
| LPL FINANCIAL CORPORATION | BROKER | — | $38,600 | $38,600 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- LPL FINANCIAL CORPORATION — BROKER
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,472
- Estimated Expense Ratio: 0.796% 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 | $53,872 | — | — | — | — |
| 2023 | $47,330 | — | — | — | — |
| 2022 | $44,575 | — | — | — | — |