Plan Snapshot
- Plan Sponsor: Delta Industries, INC.
- Sponsor EIN: 581920691
- Sponsor Address: 100 WEST WOODROW WILSON AVENUE, JACKSON, MS, 39215
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 352
- Total Assets: $797,061
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 | 352 | $797,061 | $1.8M | $1.0M |
| 2023 | 318 | $840,286 | $1.7M | $840,019 |
| 2022 | 282 | $705,258 | $2.0M | $803,051 |
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 |
|---|---|---|---|---|
| FOX EVERETT A DIVSION OF HUB INTER | Recordkeeper | $283,460 | — | $283,460 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,460
- Estimated Expense Ratio: 35.563% 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 | $237,563 | — | $237,563 | — | — |
| 2023 | $211,360 | — | $211,360 | — | — |
| 2022 | $194,820 | — | $194,820 | — | — |