Plan Snapshot
- Plan Sponsor: Deli Management, INC.
- Sponsor EIN: 760075660
- Sponsor Address: 350 PINE STREET, BEAUMONT, TX, 77701
- Plan Type: 401(k)
- Total Participants: 3,993
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3,993 | $30.8M | $394,155 | $2.5M |
| 2023 | 2,505 | $27.0M | $368,029 | $2.2M |
| 2022 | 2,378 | $21.9M | $329,646 | $2.0M |
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 |
|---|---|---|---|---|
| WATHEN DESHONG & JUNCKER LLP | Auditor | — | — | $0 |
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 | $133,806 | — | $80,314 | — | — |
| 2023 | $104,490 | — | $66,632 | — | — |
| 2022 | $86,643 | — | $65,567 | — | $21,076 |