Plan Snapshot
- Plan Sponsor: Daily Express INC
- Sponsor EIN: 231530123
- Sponsor Address: PO BOX 39, CARLISLE, PA, 170130039
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $45.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 200 | $45.2M | $1.5M | $493,498 |
| 2023 | 150 | $44.3M | $45,283 | $464,332 |
| 2022 | 156 | $44.3M | $959,313 | $536,955 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $19,486 | — | $19,486 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $8,705 | — | $8,705 |
| THE VANGUARD GROUP, INC | NONE | $8,250 | — | $8,250 |
| BOYER & RITTER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,441
- Estimated Expense Ratio: 0.081% 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 | $36,990 | — | $27,952 | — | — |
| 2023 | $27,950 | — | — | — | — |
| 2022 | $32,400 | — | — | — | — |