Plan Snapshot
- Plan Sponsor: Delong'S INC.
- Sponsor EIN: 440528273
- Sponsor Address: 301 DIX ROAD, JEFFERSON CITY, MO, 651091476
- Plan Type: DC
- Plan Number: 001
- Total Participants: 159
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 159 | $2.8M | $0 | $0 |
| 2024 | 148 | $2.4M | $500,000 | $0 |
| 2023 | 156 | $1.9M | $500,000 | $0 |
| 2022 | 140 | $1.4M | $100,000 | $0 |
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 |
|---|---|---|---|---|
| WILLIAMS KEEPERS | Auditor | $16,000 | — | $16,000 |
| BENEFIT TRUST COMPANY | Custodian / Trustee | $7,783 | — | $7,783 |
| MILLIMAN, INC. | Recordkeeper | $7,500 | — | $7,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,283
- Estimated Expense Ratio: 1.100% 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 |
|---|---|---|---|---|---|
| 2025 | $321,940 | — | — | $16,000 | — |
| 2024 | $29,591 | — | $6,341 | $15,000 | — |
| 2023 | $26,573 | — | $5,073 | $14,000 | — |
| 2022 | $24,096 | — | $24,096 | — | — |