Plan Snapshot
- Plan Sponsor: Delaney Chevrolet, INC.
- Sponsor EIN: 251216891
- Sponsor Address: 626 WATER ST, INDIANA, PA, 157011811
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $14.1M
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 | 324 | $14.1M | $430,702 | $1.2M |
| 2023 | 297 | $13.2M | $372,270 | $1.1M |
| 2022 | 198 | $10.4M | $305,608 | $926,247 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $45,451 | — | $45,451 |
| WELLS FARGO CLEARING SERVICES LLC | ADVISOR | $5,959 | — | $5,959 |
| PARTNERS | ADVISOR | $5,110 | — | $5,110 |
| SMITH LEWIS CHESS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,520
- Estimated Expense Ratio: 0.402% 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 | $58,336 | $12,885 | — | — | — |
| 2023 | $53,533 | $22,208 | — | — | — |
| 2022 | $56,051 | $644 | — | — | — |