Plan Snapshot
- Plan Sponsor: Delta Area Economic Opportunity Corporation
- Sponsor EIN: 430834206
- Sponsor Address: 104 W. CENTER STREET, PO BOX 1608, SIKESTON, MO, 63801
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 385 | $5.2M | $430,368 | $304,275 |
| 2023 | 381 | $4.6M | $335,386 | $270,044 |
| 2022 | 426 | $3.9M | $213,709 | $215,660 |
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 |
|---|---|---|---|---|
| JARRED, GILMORE & PHILLIPS, PA | 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 | $35,077 | — | $35,077 | — | — |
| 2023 | $5,121 | — | $5,121 | — | — |
| 2022 | $2,750 | — | — | — | — |