# Delinea INC. DC Plan
Source: https://planprovider.pro/companies/delinea-inc-plan-001

> Delinea INC.'s DC plan: 724 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|—|

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