Plan Snapshot
- Plan Sponsor: The Dallas Group Of America, INC
- Sponsor EIN: 222952954
- Sponsor Address: 374 ROUTE 22, WHITEHOUSE, NJ, 08888
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $28.6M
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 | 137 | $28.6M | $1.3M | $1.0M |
| 2023 | 140 | $30.6M | $1.4M | $1.0M |
| 2022 | 125 | $29.7M | $1.4M | $976,450 |
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 |
|---|---|---|---|---|
| EISNER AMPER | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.042% 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 | $149,829 | $49,381 | — | $12,000 | — |
| 2023 | $153,059 | $48,773 | $91,786 | $12,500 | — |
| 2022 | $145,358 | $54,412 | $69,296 | — | $21,000 |