Plan Snapshot
- Plan Sponsor: Deloitte LLP
- Sponsor EIN: 135133500
- Sponsor Address: 30 ROCKEFELLER PLAZA, NEW YORK, NY, 10112
- Plan Type: DC
- Plan Number: 006
- Total Participants: 125
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 125 | $20.8M | $311,453 | $1.1M |
| 2023 | 149 | $17.6M | $333,738 | $1.1M |
| 2022 | 147 | $14.0M | $301,224 | $953,295 |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Recordkeeper | $15,356 | — | $15,356 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,356
- Estimated Expense Ratio: 0.074% 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 | $17,062 | $15,356 | $50 | — | — |
| 2023 | $12,635 | $12,635 | — | — | — |
| 2022 | $15,928 | $10,046 | $5,882 | — | — |