Plan Snapshot
- Plan Sponsor: Delta Centrifugal, LLC
- Sponsor EIN: 720655240
- Sponsor Address: P.O. BOX 1043, TEMPLE, TX, 76503
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 113 | $11.6M | $214,520 | $273,052 |
| 2023 | 111 | $10.3M | $207,500 | $250,270 |
| 2022 | 107 | $9.4M | $204,516 | $252,813 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | INVESTMENT ADVISOR | $22,929 | — | $22,929 |
| PATTILLO, BROWN & HILL LLP | TPA | $4,834 | $5,037 | $9,871 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,800
- Estimated Expense Ratio: 0.282% 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 | $49,813 | — | — | — | — |
| 2023 | $43,545 | — | — | — | — |
| 2022 | $35,561 | — | $35,561 | — | — |