Plan Snapshot
- Plan Sponsor: The D & F Development Group, LLC
- Sponsor EIN: 201926884
- Sponsor Address: 100 SCHOOLHOUSE ROAD, LEVITTOWN, NY, 11756
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 261 | $5.2M | $287,786 | $356,501 |
| 2023 | 245 | $4.4M | $255,898 | $394,387 |
| 2022 | 274 | $5.0M | $260,479 | $372,074 |
| 2021 | 136 | $5.7M | $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 |
|---|---|---|---|---|
| WITHUM+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM+BROWN, PC — 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 | $13,200 | — | — | — | — |
| 2023 | $13,429 | — | $13,429 | — | — |
| 2022 | $22,668 | $22,668 | — | — | — |
| 2021 | $9,361 | $9,361 | — | — | — |