Plan Snapshot
- Plan Sponsor: Dalb, INC.
- Sponsor EIN: 550616156
- Sponsor Address: 73 INDUSTRIAL BLVD, KEARNEYSVILLE, WV, 25430
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $12.5M
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 | 176 | $12.5M | $166,737 | $580,286 |
| 2023 | 163 | $11.3M | $149,111 | $500,157 |
| 2022 | 162 | $9.7M | $142,563 | $475,229 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & CO, LLC | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & CO, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.096% 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 | $74,360 | $37,597 | — | $12,000 | — |
| 2023 | $67,120 | $33,851 | — | $11,000 | — |
| 2022 | $66,756 | — | — | — | — |