Plan Snapshot
- Plan Sponsor: Diversified Tooling Group, INC.
- Sponsor EIN: 320020441
- Sponsor Address: 31240 STEPHENSON HIGHWAY, MADISON HEIGHTS, MI, 48071
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $21.1M
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 | 323 | $21.1M | $207,753 | $1.4M |
| 2023 | 335 | $18.8M | $178,071 | $1.2M |
| 2022 | 333 | $15.9M | $152,129 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $41,379 | — | $41,379 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $18,262 | — | $18,262 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $17,598 | — | $17,598 |
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,239
- Estimated Expense Ratio: 0.366% 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 | $77,239 | $35,860 | — | — | — |
| 2023 | $92,996 | $33,490 | — | $9,660 | — |
| 2022 | $87,359 | — | — | — | — |