Plan Snapshot
- Plan Sponsor: Delaware Otsego Corporation
- Sponsor EIN: 160913491
- Sponsor Address: 1 RAILROAD AVE., COOPERSTOWN, NY, 13326
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 111 | $23.0M | $264,452 | $448,259 |
| 2023 | 127 | $20.4M | $246,921 | $418,150 |
| 2022 | 134 | $17.3M | $424,052 | $256,806 |
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 |
|---|---|---|---|---|
| BOWERS AND COMPANY CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWERS AND COMPANY CPAS PLLC — 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 | $4,035 | — | — | — | — |
| 2023 | $4,350 | — | — | — | — |
| 2022 | $6,889 | — | — | — | — |