Plan Snapshot
- Plan Sponsor: Delaney Telecom, INC.
- Sponsor EIN: 232388066
- Sponsor Address: 5219 MILITIA HILL ROAD, PLYMOUTH MEETING, PA, 19462
- Plan Type: DB
- Total Participants: 8
- Total Assets: $41.1M
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 | 8 | $41.1M | $1.0M | $0 |
| 2023 | 8 | $40.4M | $1.5M | $0 |
| 2022 | 8 | $36.7M | $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 |
|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE | $139,079 | — | $139,079 |
| KNAV CPA LLP | AUDITOR | $10,816 | — | $10,816 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — TRUSTEE
- KNAV CPA LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,895
- Estimated Expense Ratio: 0.365% 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 | $448,900 | — | — | $10,816 | — |
| 2023 | $668,454 | — | — | $15,838 | — |
| 2022 | $642,133 | $34,224 | $513,047 | — | $22,424 |