Retirement plan

DIVERSIFIED RESOURCE GROUP, INC. 401(K) PROFIT SHARING PLAN

Name: DIVERSIFIED RESOURCE GROUP, INC. - DIVERSIFIED RESOURCE GROUP, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: DIVERSIFIED RESOURCE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIVERSIFIED RESOURCE GROUP, INC. 401(K) PROFIT SHARING PLAN, DIVERSIFIED RESOURCE GROUP, INC.

DIVERSIFIED RESOURCE GROUP, INC.EIN 58-2259300Plan #001PY 2025

6410 ATLANTIC BLVD., SUITE 340 - PEACHTREE CORNERS, GA 30071678-282-0760LinkedIn1-10 employeesfood production

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.5M

+20.5% from 2024

Total participants

-18.2% from 2024

Average account balance

$191,470

+20.5% from 2024

Annual return

12.93%

-0.65 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$191K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.93%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$191,470

$178,174+7.5%

$156,181+22.6%

$137,256+39.5%

Participation rate

50.0%

82.0%-32.0pp

78.8%-28.8pp

80.0%-30.0pp

Annual return

12.93%

84.19%-71.3pp

64.87%-51.9pp

220.34%-207.4pp

Employer contribution / active EE

$14,759

$4,972+196.9%

$4,294+243.7%

$4,156+255.1%

Participant deferral / active EE

$33,296

$6,888+383.4%

$6,132+443.0%

$6,407+419.7%

Admin fee / account holder

$17,404-100.0%

$14,586-100.0%

$12,270-100.0%

DIVERSIFIED RESOURCE GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DIVERSIFIED RESOURCE GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion