Plan Snapshot
- Plan Sponsor: Continental Finance Company
- Sponsor EIN: 203038479
- Sponsor Address: 4550 LINDEN HILL RD, WILMINGTON, DE, 19808
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $20.4M
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 | 141 | $20.4M | $806,470 | $1.2M |
| 2023 | 116 | $15.7M | $478,502 | $892,359 |
| 2022 | 121 | $11.8M | $520,335 | $661,979 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $35,647 | — | $35,647 |
| ADP, INC. | RECORD KEEPER | $16,298 | — | $16,298 |
| BETHKE CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- BETHKE CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,945
- Estimated Expense Ratio: 0.255% 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 | $51,945 | $35,647 | — | — | — |
| 2023 | $11,478 | — | — | $11,478 | — |
| 2022 | — | — | — | — | — |