# Diversified Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/diversified-management-group-inc-401k-plan

> Diversified Management Group, INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Diversified Management Group, INC.

- **Sponsor EIN:** 273524206

- **Sponsor Address:** 2280 EASTRIDGE CENTER, EAU CLAIRE, WI, 54701

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

- **Total Participants:** 250

- **Total Assets:** $4.2M

## 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|250|$4.2M|$125,309|$276,908|

| 2023|892|$3.7M|$146,709|$304,246|

| 2022|949|$3.4M|$112,326|$240,444|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$16,736|—|$16,736|

| ORGEL WEALTH MANAGEMENT|NONE|$11,902|—|$11,902|

| CLIFTONLARSONALLEN LLP|Auditor|$11,902|—|$11,902|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,540

- **Estimated Expense Ratio:** 0.967% 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|$28,638|$10,696|—|$11,902|—|

| 2023|$22,185|$10,501|—|—|—|

| 2022|$18,510|$9,673|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/diversified-management-group-inc-401k-plan)

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