Plan Snapshot
- Plan Sponsor: Dti Investments INC
- Sponsor EIN: 330474751
- Sponsor Address: 1912 N BROADWAY STE 300, SANTA ANA, CA, 927062621
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $4.5M
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 | 195 | $4.5M | $118,991 | $380,576 |
| 2023 | 200 | $3.7M | $107,956 | $341,368 |
| 2022 | 197 | $3.0M | $103,612 | $340,134 |
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 |
|---|---|---|---|---|
| WEWORSKI & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEWORSKI & ASSOCIATES — 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 | $35,075 | $13,382 | $20,833 | — | — |
| 2023 | $32,832 | $10,781 | $12,440 | — | — |
| 2022 | $19,560 | $9,868 | $9,692 | — | — |