Plan Snapshot
- Plan Sponsor: Dalene Hardwood Flooring Co., INC.
- Sponsor EIN: 060689751
- Sponsor Address: 45 NUTMEG ROAD SOUTH, SOUTH WINDSOR, CT, 06074
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $10.2M
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 | 83 | $10.2M | $178,711 | $370,572 |
| 2023 | 84 | $9.0M | $149,127 | $369,004 |
| 2022 | 85 | $7.9M | $155,116 | $392,669 |
| 2021 | 86 | $9.4M | $0 | $0 |
| 2020 | 80 | $8.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $29,303 | — | — | — | — |
| 2023 | $2,280 | — | — | — | — |
| 2022 | $98 | $98 | — | — | — |
| 2021 | $165 | $165 | — | — | — |
| 2020 | $70 | — | — | — | — |