Plan Snapshot
- Plan Sponsor: Dillon Supply Company
- Sponsor EIN: 560201300
- Sponsor Address: 440 CIVIC BOULEVARD, RALEIGH, NC, 27610
- Plan Type: 401(k)
- Total Participants: 421
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 421 | $28.8M | $562,397 | $2.6M |
| 2023 | 412 | $23.9M | $511,777 | $2.5M |
| 2022 | 451 | $20.5M | $302,806 | $2.2M |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER, 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 | $132,613 | $47,924 | $84,689 | — | — |
| 2023 | $115,816 | $40,568 | $75,248 | — | — |
| 2022 | $100,169 | $8,966 | $91,203 | — | — |