Plan Snapshot
- Plan Sponsor: Dm Luxury LLC
- Sponsor EIN: 273324953
- Sponsor Address: 3280 PEACHTREE RD NE, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 207 | $21.0M | $147,936 | $1.4M |
| 2023 | 296 | $18.7M | $212,449 | $1.4M |
| 2022 | 247 | $15.3M | $108,773 | $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 |
|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | INVESTMENT/FINANCIAL ADVI | $9,109 | — | $9,109 |
| ADP, INC. | RECORD KEEPER | $7,089 | — | $7,089 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,198
- Estimated Expense Ratio: 0.077% 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 | $19,043 | — | — | — | — |
| 2023 | $3,214 | — | — | — | — |
| 2022 | $3,371 | — | — | — | — |