Plan Snapshot
- Plan Sponsor: Delaware Opportunities, INC.
- Sponsor EIN: 166063879
- Sponsor Address: 35430 STATE HIGHWAY 10, HAMDEN, NY, 137821112
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 201 | $10.3M | $451,263 | $128,794 |
| 2023 | 202 | $8.9M | $362,401 | $171,656 |
| 2022 | 170 | $8.1M | $356,366 | $177,505 |
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 |
|---|---|---|---|---|
| EFPR GROUP CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP CPAS LLP — Auditor
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 | $4,410 | — | — | — | — |
| 2023 | $2,176 | — | $2,176 | — | — |
| 2022 | $2,809 | — | $2,809 | — | — |