Plan Snapshot
- Plan Sponsor: Danella Companies, INC.
- Sponsor EIN: 231396417
- Sponsor Address: 2290 BUTLER PIKE, PLYMOUTH MEETING, PA, 19462
- Plan Type: 401(k)
- Total Participants: 1,946
- Total Assets: $20.0M
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 | 1,946 | $20.0M | $341,363 | $1.6M |
| 2023 | 2,628 | $17.5M | $324,052 | $1.6M |
| 2022 | 531 | $14.2M | $374,425 | $1.5M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $66,846 | — | $66,846 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | ADVISOR | $23,846 | — | $23,846 |
| NEWPORT TRUST COMPANY | TRUSTEE | $5,585 | — | $5,585 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,277
- Estimated Expense Ratio: 0.481% 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 | $96,277 | $23,846 | $62,487 | — | — |
| 2023 | $80,629 | $18,538 | $54,188 | — | — |
| 2022 | $82,291 | $7,953 | $72,334 | — | $2,004 |