Plan Snapshot
- Plan Sponsor: The Dillon Group, INC. Dba Dillon Toyota Lift
- Sponsor EIN: 820415952
- Sponsor Address: 1117 E. PLAZA DR., SUITE G, EAGLE, ID, 83616
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $2.1M
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 | 115 | $2.1M | $47,400 | $313,827 |
| 2023 | 122 | $1.8M | $41,986 | $266,538 |
| 2022 | 103 | $1.3M | $38,316 | $203,661 |
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 |
|---|---|---|---|---|
| N/A | Auditor | — | — | $0 |
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 | $2,075 | — | $2,075 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |