Plan Snapshot
- Plan Sponsor: Dinwiddie-Hines Construction, INC.
- Sponsor EIN: 680348759
- Sponsor Address: 4324 ORANGE GROVE AVE, STE A, SACRAMENTO, CA, 95841
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.5M
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 | 108 | $8.5M | $221,264 | $526,452 |
| 2023 | 120 | $8.2M | $216,474 | $503,930 |
| 2022 | 130 | $7.4M | $240,866 | $487,741 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $48,689 | — | $48,689 |
| INDEPENDENT FINANCIAL GROUP LLC | Other Service Provider | — | $17,730 | $17,730 |
| PASI, LLC | Other Service Provider | $1,438 | $8,495 | $9,933 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $9,478 | — | $9,478 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,830
- Estimated Expense Ratio: 1.009% 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 | $58,740 | — | $58,740 | — | — |
| 2023 | $60,180 | $11,241 | $1,140 | — | — |
| 2022 | $49,055 | $9,818 | $39,237 | — | — |