Plan Snapshot
- Plan Sponsor: Delco & Ferraro Of Indiana LLC
- Sponsor EIN: 874491905
- Sponsor Address: 5500 ANSON BLVD, WHITESTOWN, IN, 46075
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $10.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 129 | $10.5M | $294,956 | $776,815 |
| 2023 | 129 | $13.9M | $805,335 | $631,748 |
| 2022 | 126 | $11.8M | $739,548 | $570,151 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $38,957 | — | $38,957 |
| ADP, INC. | RECORD KEEPER | $22,695 | — | $22,695 |
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- KATZ SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,652
- Estimated Expense Ratio: 0.589% 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 | $67,464 | $45,881 | — | — | — |
| 2023 | $44,684 | $27,187 | — | — | — |
| 2022 | $52,457 | $27,305 | $24,748 | — | $404 |