Plan Snapshot
- Plan Sponsor: Diversified Management Corporation
- Sponsor EIN: 861759396
- Sponsor Address: 549 RT 1 BYPASS, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Total Participants: 580
- Total Assets: $18.8M
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 | 580 | $18.8M | $701,726 | $2.2M |
| 2023 | 602 | $17.1M | $677,810 | $2.4M |
| 2022 | 727 | $16.4M | $685,926 | $2.4M |
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 |
|---|---|---|---|---|
| ALBIN RANDALL & BENNETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALBIN RANDALL & BENNETT — Auditor
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 | $91,494 | — | $91,494 | — | — |
| 2023 | $75,303 | — | $75,303 | — | — |
| 2022 | $80,017 | — | — | — | — |