# Delta Electronics (Usa) INC. 401(k) Plan
Source: https://planprovider.pro/companies/delta-electronics-usa-inc-401k-plan

> Delta Electronics (Usa) INC.'s 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RUSSON AND JOHNSTON LLP](https://planprovider.pro/provider/pension-assurance-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|—|—|—|—|

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