Plan Snapshot
- Plan Sponsor: Delinea INC.
- Sponsor EIN: 331089124
- Sponsor Address: 221 MAIN STREET, SAN FRANCISCO, CA, 94105
- Plan Type: DC
- Total Participants: 724
- Total Assets: $78.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 724 | $78.2M | $3.6M | $9.9M |
| 2023 | 555 | $60.2M | $3.0M | $8.0M |
| 2022 | 541 | $45.7M | $2.8M | $7.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $78,105 | — | $78,105 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $55,000 | — | $55,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,655 | — | $5,655 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,760
- Estimated Expense Ratio: 0.177% 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 | $138,760 | $60,655 | — | — | — |
| 2023 | $129,057 | $64,792 | — | — | — |
| 2022 | $102,989 | — | — | — | — |