Plan Snapshot
- Plan Sponsor: Delta Electronics (Usa) INC.
- Sponsor EIN: 752917338
- Sponsor Address: 601 DATA DRIVE, PLANO, TX, 75075
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $24.7M
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 | 209 | $24.7M | $388,778 | $1.3M |
| 2023 | 145 | $21.8M | $315,504 | $1.2M |
| 2022 | 133 | $19.3M | $292,738 | $1.1M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | ADVISOR | $25,647 | — | $25,647 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,347 | — | $19,347 |
| CLOSED DLR-WOODBURY FINANCIAL | ADVISOR | $7,673 | — | $7,673 |
| RUSSON AND JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RUSSON AND JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,667
- Estimated Expense Ratio: 0.214% 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 | $52,667 | $33,320 | — | — | — |
| 2023 | $47,479 | $29,259 | — | — | — |
| 2022 | $52,500 | — | — | — | — |