Plan Snapshot
- Plan Sponsor: Delap LLP
- Sponsor EIN: 930418710
- Sponsor Address: 5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $36.7M
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 | 125 | $36.7M | $1.8M | $1.5M |
| 2023 | 118 | $33.1M | $1.6M | $1.4M |
| 2022 | 122 | $26.1M | $1.5M | $1.4M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD. | 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 | $75,631 | $47,938 | — | — | — |
| 2023 | $69,785 | $40,307 | — | — | — |
| 2022 | $69,240 | — | — | — | — |