Plan Snapshot
- Plan Sponsor: Dalby, Wendland & Co.,P.C.
- Sponsor EIN: 840795096
- Sponsor Address: PO BOX 430, GRAND JUNCTION, CO, 81502
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 74
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 74 | $0 | $751,390 | $277,662 |
| 2023 | 71 | $0 | $532,578 | $253,382 |
| 2022 | 65 | $0 | $529,466 | $240,800 |
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 |
|---|---|---|---|---|
| UMR INC | Other Service Provider | $42,679 | $1,117 | $43,796 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,796
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 | $1,516,376 | — | — | — | — |
| 2023 | $990,252 | — | — | — | — |
| 2022 | $1,563,046 | — | — | — | — |