# Diversified Trust Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/diversified-trust-company-inc-plan

> Diversified Trust Company, INC.'s 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Diversified Trust Company, INC.

- **Sponsor EIN:** 621554452

- **Sponsor Address:** 6075 POPLAR AVENUE, SUITE 850, MEMPHIS, TN, 381194717

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

- **Total Participants:** 112

- **Total Assets:** $44.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|112|$44.6M|$753,023|$1.7M|

| 2023|105|$39.0M|$686,297|$1.6M|

| 2022|132|$32.0M|$599,244|$1.3M|

## 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|

| WATKINS, UIBERALL, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WATKINS, UIBERALL, PLLC](https://planprovider.pro/provider/watkins-uiberall-pllc) — 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|$17,742|—|$9,446|—|—|

| 2023|$26,086|$1,461|$24,625|—|—|

| 2022|—|—|—|—|—|

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