Plan Snapshot
- Plan Sponsor: Delaval INC.
- Sponsor EIN: 222734539
- Sponsor Address: 11100 N. CONGRESS AVE., KANSAS CITY, MO, 64153
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $81.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 323 | $81.8M | $1.3M | $2.6M |
| 2023 | 329 | $76.8M | $2.0M | $2.7M |
| 2022 | 354 | $67.4M | $2.0M | $2.8M |
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 |
|---|---|---|---|---|
| RUBINBROWN, LLP | Auditor | $12,190 | — | $12,190 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,190
- Estimated Expense Ratio: 0.015% 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 | $102,193 | $10,763 | — | $12,190 | — |
| 2023 | $111,929 | $8,184 | — | $11,100 | — |
| 2022 | $29,016 | $5,254 | — | — | — |