Plan Snapshot
- Plan Sponsor: Direct Line Global LLC
- Sponsor EIN: 943270968
- Sponsor Address: 3839 SPINNAKER COURT, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 342 | $7.8M | $565,164 | $1.1M |
| 2023 | 318 | $6.8M | $506,422 | $1.0M |
| 2022 | 357 | $4.8M | $380,583 | $739,702 |
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 |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | CONTRACT ADMI N | $20,823 | $7,423 | $28,246 |
| ROBERT W BAIRD & CO INCORPORATED | BROKER/ADVISO R | — | $18,386 | $18,386 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $7,096 | — | $7,096 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,728
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 | $57,545 | — | $20,346 | — | — |
| 2024 | $19,964 | — | $4,100 | — | — |
| 2023 | $33,964 | — | $29,929 | — | — |
| 2022 | $11,688 | $2,108 | — | — | $9,580 |