Plan Snapshot
- Plan Sponsor: Delong'S, INC.
- Sponsor EIN: 440528273
- Sponsor Address: 301 DIX RD, JEFFERSON CITY, MO, 651091476
- Plan Type: DB
- Total Participants: 143
- Total Assets: $27.5M
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. |
|---|---|---|---|---|
| 2024 | 143 | $27.5M | $0 | $0 |
| 2023 | 147 | $25.4M | $2.9M | $0 |
| 2022 | 136 | $21.1M | $1.5M | $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, LLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIAMS KEEPERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.055% 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 | $140,933 | $91,208 | — | $15,000 | — |
| 2023 | $112,633 | $67,940 | — | $14,000 | — |
| 2022 | $117,694 | — | — | — | $117,694 |