Plan Snapshot
- Plan Sponsor: Delon Hampton & Assoc, Chartered
- Sponsor EIN: 520968507
- Sponsor Address: 900 7TH STREET NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 59 | $11.0M | $222,883 | $679,196 |
| 2023 | 59 | $10.8M | $291,558 | $625,291 |
| 2022 | 62 | $10.3M | $98,526 | $531,944 |
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 |
|---|---|---|---|---|
| GELMAN ROSENBERG & FREEDMAN | 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 | $36,089 | $3,467 | — | — | — |
| 2023 | $33,996 | — | — | — | — |
| 2022 | $32,660 | — | — | — | — |