# Dalby, Wendland & Co.,P.C. 401(k) Plan
Source: https://planprovider.pro/companies/dalby-wendland-co-p-c-840795096-501

> Dalby, Wendland & Co.,P.C.'s 401(k) plan: 74 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 & 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|—|—|—|—|

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