Plan Snapshot
- Plan Sponsor: Delsco Northwest INC
- Sponsor EIN: 751560216
- Sponsor Address: 10169 S PARIETTE RD, MYTON, UT, 840527600
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $3.6M
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 | 147 | $3.6M | $253,448 | $499,300 |
| 2023 | 165 | $3.1M | $317,741 | $610,522 |
| 2022 | 174 | $2.1M | $211,978 | $426,261 |
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 |
|---|---|---|---|---|
| TEUSCHER WALPOLE LLC | 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 | $27,517 | $1,968 | $24,689 | — | — |
| 2023 | $23,722 | $1,692 | $21,170 | — | — |
| 2022 | $15,999 | $1,653 | $14,346 | — | — |