Plan Snapshot
- Plan Sponsor: Daly Computers, INC.
- Sponsor EIN: 521541086
- Sponsor Address: 5300 SPECTRUM DRIVE, FREDERICK, MD, 21703
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $5.5M
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 | 155 | $5.5M | $0 | $552,367 |
| 2023 | 160 | $4.6M | $53,400 | $512,027 |
| 2022 | 144 | $5.0M | $45,500 | $502,988 |
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 |
|---|---|---|---|---|
| BENEFIT AUDIT GROUP, LLC | Auditor | $4,290 | — | $4,290 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $4,290
- Estimated Expense Ratio: 0.079% 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 | $14,616 | — | — | $4,290 | — |
| 2023 | $7,361 | — | — | — | — |
| 2022 | $10,908 | — | — | — | — |