Plan Snapshot
- Plan Sponsor: Dimagi INC.
- Sponsor EIN: 830343298
- Sponsor Address: 585 MASSACHUSETTS AVE., CAMBRIDGE, MA, 02139
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $12.2M
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 | 84 | $12.2M | $439,935 | $1.1M |
| 2023 | 199 | $10.1M | $486,558 | $1.2M |
| 2022 | 112 | $7.7M | $455,223 | $1.1M |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $9,390 | — | $9,390 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $8,816 | $8,816 |
| MORRIS & MORRIS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,206
- Estimated Expense Ratio: 0.150% 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 | $10,322 | $9,030 | — | — | — |
| 2023 | $8,061 | $6,921 | — | — | — |
| 2022 | $4,371 | $3,862 | $9 | — | — |