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

> Diversified Tooling Group, INC.'s 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [UHY, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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