# Delfina Restaurant, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/delfina-restaurant-inc-943413102-505

> Delfina Restaurant, INC.'s Health & Welfare plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Delfina Restaurant, INC.

- **Sponsor EIN:** 943413102

- **Sponsor Address:** 3621 18TH ST, SAN FRANCISCO, CA, 94110

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 75

- **Total Assets:** $523,471

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|75|$523,471|$120,621|$0|

| 2023|14|$108,451|$1,513|$0|

| 2022|18|$117,288|$125|$0|

## 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|

| NAVIA BENEFIT SOLUTIONS, INC.|Recordkeeper|$51,159|—|$51,159|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,159

- **Estimated Expense Ratio:** 9.773% 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|$51,179|—|$51,159|—|—|

| 2023|$10,350|—|—|—|—|

| 2022|$19,205|—|—|—|—|

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