Plan Snapshot
- Plan Sponsor: Dtf Management And Consulting, LLC
- Sponsor EIN: 474678058
- Sponsor Address: 440 EAST HUNTINGTON DRIVE SUITE 401, ARCADIA, CA, 91006
- Plan Type: 401(k)
- Total Participants: 4,606
- Total Assets: $10.5M
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 | 4,606 | $10.5M | $1.3M | $2.1M |
| 2023 | 3,794 | $6.5M | $956,326 | $1.5M |
| 2022 | 3,328 | $3.4M | $600,210 | $934,008 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $70,169 | $35,734 | — | — | — |
| 2023 | $51,999 | $19,448 | — | — | — |
| 2022 | $31,251 | $11,506 | $19,745 | — | — |