Plan Snapshot
- Plan Sponsor: Tim Dahle Imports, INC.
- Sponsor EIN: 870462662
- Sponsor Address: 4528 SOUTH STATE STREET, SALT LAKE CITY, UT, 84107
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 441
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 441 | $9.7M | $0 | $1.2M |
| 2023 | 544 | $8.2M | $0 | $1.1M |
| 2022 | 476 | $6.3M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | Other Service Provider | $28,085 | $3,603 | $31,688 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $14,855 | — | $14,855 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | — | $5,781 | $5,781 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,324
- Estimated Expense Ratio: 0.540% 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 | $43,036 | $97 | — | — | — |
| 2023 | $22,006 | — | — | — | — |
| 2022 | $18,449 | — | $18,449 | — | — |