Plan Snapshot
- Plan Sponsor: Delta Delta Delta
- Sponsor EIN: 362374316
- Sponsor Address: 14951 DALLAS PARKWAY STE 500, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $3.1M
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 | 196 | $3.1M | $205,525 | $418,976 |
| 2023 | 227 | $3.0M | $209,828 | $415,789 |
| 2022 | 227 | $2.2M | $176,077 | $423,541 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
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 | $24,479 | $2,361 | — | — | — |
| 2023 | $20,580 | $1,602 | $3,459 | — | — |
| 2022 | $4,513 | — | $4,513 | — | — |