Plan Snapshot
- Plan Sponsor: Dunkin'S Diamonds, INC.
- Sponsor EIN: 341530276
- Sponsor Address: 897 HEBRON RD, SUITE 103, HEATH, OH, 43056
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 43
- Total Assets: $36,070
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43 | $36,070 | $502,210 | $0 |
| 2023 | 70 | $873 | $212,206 | $171,572 |
| 2022 | 51 | $39,587 | $50,303 | $50,223 |
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 |
|---|---|---|---|---|
| MCGOHAN BRABENDER (DUBLIN) | Recordkeeper | $26,530 | — | $26,530 |
| MERITAIN HEALTH, AN AETNA COMPANY | Investment Advisor | $18,663 | — | $18,663 |
| THE BENECON GROUP, LLC | Investment Advisor | $14,811 | — | $14,811 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,004
- Estimated Expense Ratio: 166.354% 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 | $424,160 | — | — | — | — |
| 2023 | $457,207 | — | — | — | — |
| 2022 | $119,610 | — | — | — | — |