Plan Snapshot
- Plan Sponsor: Delek Us Holdings, INC.
- Sponsor EIN: 522319066
- Sponsor Address: 310 SEVEN SPRINGS WAY, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 3,733
- Total Assets: $392.1M
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 | 3,733 | $392.1M | $28.6M | $24.8M |
| 2023 | 3,402 | $334.5M | $17.0M | $23.7M |
| 2022 | 3,598 | $282.1M | $12.5M | $20.7M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | $88,000 | — | $88,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,000
- Estimated Expense Ratio: 0.022% 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 | $222,079 | $322,896 | $1,500 | $88,000 | — |
| 2023 | $142,693 | $191,662 | $4,800 | $64,850 | — |
| 2022 | -$74,713 | $101,668 | — | — | — |