Plan Snapshot
- Plan Sponsor: Diversified Maintenance Systems, LLC
- Sponsor EIN: 271978784
- Sponsor Address: 6297 W LINEBAUGH AVE, TAMPA, FL, 33634
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 384 | $7.5M | $208,587 | $899,861 |
| 2023 | 369 | $6.9M | $164,546 | $987,877 |
| 2022 | 424 | $6.5M | $170,909 | $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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,426 | — | $56,426 | — | — |
| 2023 | $48,581 | — | $48,581 | — | — |
| 2022 | $50,498 | — | $50,498 | — | — |