Plan Snapshot
- Plan Sponsor: Dalton Corporation, Warsaw Manufacturing Facility
- Sponsor EIN: 350259770
- Sponsor Address: 1900 EAST JEFFERSON STREET, WARSAW, IN, 46580
- Plan Type: DB
- Total Participants: 56
- Total Assets: $30.2M
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 | 56 | $30.2M | $785,412 | $0 |
| 2023 | 76 | $33.5M | $802,348 | $0 |
| 2022 | 87 | $32.3M | $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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | NONE | $166,797 | — | $166,797 |
| KRUGGEL, LAWTON & COMPANY, LLC | NONE | $15,300 | — | $15,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — NONE
- KRUGGEL, LAWTON & COMPANY, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,097
- Estimated Expense Ratio: 0.603% 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 | $326,687 | — | — | $15,300 | — |
| 2023 | $434,085 | $96,191 | — | — | — |
| 2022 | $647,083 | $164,003 | — | — | $19,344 |