# Dimont & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dimont-associates-llc-401k-plan

> Dimont & Associates, LLC's 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dimont & Associates, LLC

- **Sponsor EIN:** 330885830

- **Sponsor Address:** 6505 W PARK BLVD, PLANO, TX, 75093

- **Plan Type:** 401(k)

- **Total Participants:** 66

- **Total Assets:** $3.6M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|66|$3.6M|$0|$177,978|

| 2023|71|$3.7M|$106,804|$270,491|

| 2022|84|$3.6M|$111,931|$297,268|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,963|—|$15,963|

| ALERA INVESTMENT ADVISORS, LLC|INVESTMENT ADVISOR|$11,489|—|$11,489|

| LAWRENCE J BEARDSLEY CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ALERA INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — INVESTMENT ADVISOR

- [LAWRENCE J BEARDSLEY CPA, PLLC](https://planprovider.pro/provider/lawrence-j-beardsley-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,452

- **Estimated Expense Ratio:** 0.753% 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|$27,453|—|—|—|—|

| 2023|$28,377|$8,828|—|—|—|

| 2022|$24,443|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dimont-associates-llc-401k-plan)

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