Plan Snapshot
- Plan Sponsor: D4 Delivery Solutions
- Sponsor EIN: 842932383
- Sponsor Address: 8163 KENSINGTON DRIVE, WAXHAW, NC, 28173
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 110
- Total Assets: $738,701
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 | 110 | $738,701 | $124,501 | $203,522 |
| 2023 | 105 | $464,998 | $75,566 | $169,190 |
| 2022 | 28 | $196,820 | $24,233 | $86,685 |
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 |
|---|---|---|---|---|
| PLANCHECK CPA'S LLC | 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 | $2,748 | $2,748 | — | — | — |
| 2023 | $29,288 | — | — | — | — |
| 2022 | $11,380 | — | — | — | — |