# Dorfman Milano Company 401(k) Plan
Source: https://planprovider.pro/companies/dorfman-milano-company-401k-plan

> Dorfman Milano Company's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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