Plan Snapshot
- Plan Sponsor: Delta Development Group, INC.
- Sponsor EIN: 251566160
- Sponsor Address: 225 GRANDVIEW AVENUE, SUITE 301, CAMP HILL, PA, 17011
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 22
- Total Assets: $129,834
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22 | $129,834 | $326,702 | $0 |
| 2023 | 24 | $87,431 | $286,516 | $37,720 |
| 2022 | 28 | $67,464 | $264,543 | $41,875 |
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 |
|---|---|---|---|---|
| GUNN-MOWERY | Investment Advisor | $7,924 | — | $7,924 |
| THE BENECON GROUP, LLC | Investment Advisor | $5,433 | — | $5,433 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,357
- Estimated Expense Ratio: 10.288% 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 | $286,175 | — | — | — | — |
| 2023 | $283,818 | — | — | — | — |
| 2022 | $294,341 | — | — | — | — |