Plan Snapshot
- Plan Sponsor: Delta Community Supports, INC.
- Sponsor EIN: 232016631
- Sponsor Address: 1777 SENTRY PARKWAY WEST, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 494
- Total Assets: $25.0M
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 | 494 | $25.0M | $507,988 | $1.1M |
| 2023 | 508 | $22.9M | $544,427 | $1.0M |
| 2022 | 553 | $22.6M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | Recordkeeper | $60,769 | — | $60,769 |
| BLB & B ADVISORS, LLC | Other Service Provider | $59,792 | — | $59,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS, INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,561
- Estimated Expense Ratio: 0.481% 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 | $120,561 | $59,792 | $32,470 | — | — |
| 2023 | $93,195 | $83,442 | $3,976 | — | — |
| 2022 | $50,881 | — | — | — | — |