Plan Snapshot
- Plan Sponsor: Delta Health Center, INC.
- Sponsor EIN: 640443928
- Sponsor Address: 702 MARTIN LUTHER KING ST, MOUND BAYOU, MS, 387629314
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $4.3M
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 | 125 | $4.3M | $266,368 | $543,367 |
| 2023 | 168 | $3.8M | $195,418 | $396,808 |
| 2022 | 149 | $2.8M | $155,074 | $372,664 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $9,939 | — | $9,939 |
| ALLSTATE FINANCIAL SERVICES LLC | Investment Advisor | — | $9,751 | $9,751 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,690
- Estimated Expense Ratio: 0.456% 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 | $9,939 | — | — | — | — |
| 2023 | $6,812 | — | — | — | — |
| 2022 | $7,413 | — | — | — | — |