Plan Snapshot
- Plan Sponsor: Daljaco Incorporated
- Sponsor EIN: 522324457
- Sponsor Address: 6505 RIDENOUR WAY, ELDERSBURG, MD, 21784
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 534 | $3.0M | $116,813 | $276,975 |
| 2023 | 600 | $2.5M | $106,032 | $254,352 |
| 2022 | 512 | $2.0M | $91,711 | $208,465 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $30,035 | — | $30,035 |
| FOUNDERS FINANCIAL SECURITIES, LLC | INVESTMENT/FINANCIAL ADVI | $8,928 | — | $8,928 |
| BENEFIT AUDIT GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BENEFIT AUDIT GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,963
- Estimated Expense Ratio: 1.304% 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 | $38,963 | — | — | — | — |
| 2023 | $37,136 | $7,239 | — | — | — |
| 2022 | $35,233 | — | — | — | — |