# Dyer Garofalo Mann & Schultz, Lpa 401(k) Plan
Source: https://planprovider.pro/companies/dyer-garofalo-mann-schultz-lpa-401k-plan

> Dyer Garofalo Mann & Schultz, Lpa's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dyer Garofalo Mann & Schultz, Lpa

- **Sponsor EIN:** 316039364

- **Sponsor Address:** 131 NORTH LUDLOW STREET, STE. 1400, DAYTON, OH, 45402

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $14.9M

## 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|127|$14.9M|$272,160|$367,984|

| 2023|132|$12.8M|$264,794|$333,283|

| 2022|73|$12.5M|$254,670|$278,098|

## 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|

| BRIXEY & MEYER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BRIXEY & MEYER](https://planprovider.pro/provider/brixey-and-meyer-inc) — 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|$81,416|$80,816|$600|—|—|

| 2023|$73,078|$72,328|—|—|—|

| 2022|$83,559|$81,069|$1,140|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dyer-garofalo-mann-schultz-lpa-401k-plan)

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