Plan Snapshot
- Plan Sponsor: Delaware Consulting U.S., INC.
- Sponsor EIN: 208048901
- Sponsor Address: P.O. BOX 1056, AUBURN, AL, 36831
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $17.3M
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 | 119 | $17.3M | $910,084 | $2.2M |
| 2023 | 188 | $15.0M | $1.2M | $2.9M |
| 2022 | 179 | $8.5M | $768,001 | $1.9M |
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 |
|---|---|---|---|---|
| HIMMELWRIGHT HUGLEY & BOLES | 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 | $1,150 | — | — | — | — |
| 2023 | $1,006 | — | — | — | — |
| 2022 | $2,043 | — | — | — | — |