Plan Snapshot
- Plan Sponsor: Dailey Company, INC.
- Sponsor EIN: 680545727
- Sponsor Address: PO BOX 10109, COLLEGE STATION, TX, 77842
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 155 | $3.7M | $146,235 | $235,053 |
| 2023 | 123 | $3.5M | $152,397 | $239,244 |
| 2022 | 127 | $2.9M | $160,965 | $247,271 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $43,126 | — | $43,126 |
| THOMPSON, DERRIG & CRAIG, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- THOMPSON, DERRIG & CRAIG, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,126
- Estimated Expense Ratio: 1.151% 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 | $7,220 | — | $7,220 | — | — |
| 2023 | $5,135 | — | $5,135 | — | — |
| 2022 | — | — | — | — | — |