Plan Snapshot
- Plan Sponsor: Diluigi, INC.
- Sponsor EIN: 043003964
- Sponsor Address: 62 FOREST RIDGE DRIVE, ROWLEY, MA, 01969
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 247
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 247 | $5.6M | $0 | $0 |
| 2024 | 237 | $4.3M | $317,497 | $599,963 |
| 2023 | 222 | $3.3M | $255,340 | $446,319 |
| 2022 | 198 | $2.3M | $215,194 | $355,506 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC 4340 | Other Service Provider | $12,279 | — | $12,279 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,279
- Estimated Expense Ratio: 0.221% 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 |
|---|---|---|---|---|---|
| 2025 | $391,097 | $12,279 | $29,494 | — | — |
| 2024 | $314,478 | — | — | — | — |
| 2023 | $114,485 | — | — | — | — |
| 2022 | $20,228 | $5,946 | $14,282 | — | — |