# Dtf Management And Consulting, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dtf-management-and-consulting-llc-401k-plan

> Dtf Management And Consulting, LLC's 401(k) plan: 4,606 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Plan Number:** 001

- **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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$34,435|—|$34,435|

| NFP RETIREMENT INC|Investment Advisor|$20,777|—|$20,777|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$14,957|—|$14,957|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,169

- **Estimated Expense Ratio:** 0.666% 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|$70,169|$35,734|—|—|—|

| 2023|$51,999|$19,448|—|—|—|

| 2022|$31,251|$11,506|$19,745|—|—|

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