Plan Snapshot
- Plan Sponsor: Dalach LLC
- Sponsor EIN: 474268569
- Sponsor Address: 109 RIDINGS WAY, AMBLER, PA, 190025245
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $7.9M
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 | 153 | $7.9M | $283,023 | $666,964 |
| 2023 | 165 | $6.2M | $290,821 | $646,595 |
| 2022 | 177 | $4.5M | $257,044 | $559,968 |
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 |
|---|---|---|---|---|
| ISDANER & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ISDANER & COMPANY, LLC — Auditor
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 | $1,356 | — | $496 | — | — |
| 2023 | $1,439 | — | $579 | — | — |
| 2022 | $1,513 | — | $1,513 | — | — |