# Dalby, Wendland And Company, P. C. 401(k) Plan
Source: https://planprovider.pro/companies/dalby-wendland-and-company-p-c-401k-plan

> Dalby, Wendland And Company, P. C.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dalby, Wendland And Company, P. C.

- **Sponsor EIN:** 840795096

- **Sponsor Address:** P.O.BOX 430, GRAND JUNCTION, CO, 81502

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|96|$17.3M|$369,921|$938,904|

| 2023|98|$14.9M|$296,989|$882,155|

| 2022|89|$12.8M|$413,395|$854,775|

## 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|

| GOEHNER ACCOUNTANCY CORPORATION|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|$1,850|—|$1,700|—|—|

| 2023|$9,996|—|$1,350|—|—|

| 2022|$1,746|—|—|—|—|

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