Plan Snapshot
- Plan Sponsor: Defelicegroup, INC.
- Sponsor EIN: 550739302
- Sponsor Address: 76 16TH STREET, SUITE 200, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 528
- Total Assets: $1.2M
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 | 528 | $1.2M | $74,340 | $186,208 |
| 2023 | 462 | $914,227 | $55,333 | $134,216 |
| 2022 | 408 | $651,994 | $36,131 | $92,807 |
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 |
|---|---|---|---|---|
| GOFF BACKA ALFERA & COMPANY | 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 | $2,376 | — | — | — | — |
| 2023 | $11,292 | — | — | — | — |
| 2022 | $2,121 | — | $2,121 | — | — |