Plan Snapshot
- Plan Sponsor: Dkd Property Management Company
- Sponsor EIN: 942770724
- Sponsor Address: 2025 GATEWAY PLACE, SAN JOSE, CA, 95110
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $14.6M
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 | 98 | $14.6M | $294,457 | $361,470 |
| 2023 | 107 | $13.8M | $278,388 | $341,662 |
| 2022 | 102 | $11.7M | $303,061 | $407,198 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | -$4,229 | $2,804 | — | — | — |
| 2023 | -$5,483 | $1,996 | — | — | — |
| 2022 | -$6,395 | $1,719 | — | — | — |