# Newmeyer & Dillion, LLP 401(k) Plan
Source: https://planprovider.pro/companies/newmeyer-dillion-llp-plan-002

> Newmeyer & Dillion, LLP's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newmeyer & Dillion, LLP

- **Sponsor EIN:** 330051418

- **Sponsor Address:** 895 DOVE STREET, NEWPORT BEACH, CA, 92660

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

- **Total Participants:** 97

- **Total Assets:** $43.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|97|$43.5M|$1.1M|$910,456|

| 2023|102|$40.1M|$1.2M|$744,019|

| 2022|99|$34.5M|$803,282|$855,025|

## 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|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — 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|$184,411|$143,429|—|—|—|

| 2023|$169,640|$127,340|—|—|—|

| 2022|$163,810|$121,176|$42,634|—|—|

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