# Diligent Consulting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/diligent-consulting-inc-401k-plan

> Diligent Consulting, INC.&#39;s 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [LPL FINANCIAL CORPORATION](https://planprovider.pro/provider/equitable) — BROKER

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/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|—|—|—|—|

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