Plan Snapshot
- Plan Sponsor: College Association At Delhi, INC.
- Sponsor EIN: 150591271
- Sponsor Address: 454 DELHI DRIVE, DELHI, NY, 13753
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 118 | $8.2M | $231,193 | $195,254 |
| 2023 | 103 | $7.4M | $225,283 | $183,847 |
| 2022 | 108 | $6.4M | $213,734 | $169,095 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | NONE | $28,391 | — | $28,391 |
| TEACHERS INSURANCE & ANNUITY ASSOC | NONE | $6,688 | — | $6,688 |
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEACHERS INSURANCE & ANNUITY ASSOC — NONE
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,079
- Estimated Expense Ratio: 0.427% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |