Plan Snapshot
- Plan Sponsor: Dorfman Milano Company
- Sponsor EIN: 941233029
- Sponsor Address: 2615 BOEING WAY, STOCKTON, CA, 952063984
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $19.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $19.3M | $234,312 | $720,568 |
| 2023 | 165 | $18.4M | $313,676 | $954,740 |
| 2022 | 161 | $15.2M | $262,495 | $842,270 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $41,227 | — | $41,227 |
| RPA FINANCIAL, LLC | INVESTMENT ADVISORY | $16,000 | $8,264 | $24,264 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,491
- Estimated Expense Ratio: 0.339% 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 | $57,227 | $15,999 | $41,228 | — | — |
| 2023 | $17,145 | — | $17,145 | — | — |
| 2022 | $16,435 | — | $16,435 | — | — |