Plan Snapshot
- Plan Sponsor: Dufresne Spencer Group Holdings, LLC
- Sponsor EIN: 061668247
- Sponsor Address: 4120 AIR TRANS ROAD, MEMPHIS, TN, 38118
- Plan Type: 401(k)
- Total Participants: 573
- Total Assets: $28.8M
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 | 573 | $28.8M | $1.7M | $3.8M |
| 2023 | 2,165 | $23.2M | $1.7M | $3.7M |
| 2022 | 2,757 | $17.6M | $871,945 | $4.2M |
| 2021 | 2,537 | $17.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| MILLER LPA PLLC | Auditor | — | — | $0 |
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 | $221,417 | — | — | — | — |
| 2023 | $253,585 | — | — | — | — |
| 2022 | $160,756 | — | — | — | — |
| 2021 | $133,386 | — | — | — | — |