Plan Snapshot
- Plan Sponsor: Delta Pipeline, INC.
- Sponsor EIN: 954333781
- Sponsor Address: 6621 E. PACIFIC COAST HWY, #100, LONG BEACH, CA, 90803
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 114
- Total Assets: $5.6M
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. |
|---|---|---|---|---|
| 2025 | 114 | $5.6M | $0 | $0 |
| 2024 | 99 | $4.9M | $322,115 | $454,309 |
| 2023 | 91 | $3.8M | $294,201 | $425,755 |
| 2022 | 76 | $3.3M | $228,251 | $396,577 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $20,555 | — | $20,555 |
| CAMPBELL ALBRECHT | Other Service Provider | $7,815 | — | $7,815 |
| EMPOWER ANNUITY INSURANCE | Recordkeeper | $7,731 | — | $7,731 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,101
- Estimated Expense Ratio: 0.639% 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 |
|---|---|---|---|---|---|
| 2025 | $521,009 | — | — | — | — |
| 2024 | $107,396 | — | — | — | — |
| 2023 | $786,977 | — | — | — | — |
| 2022 | $786,890 | — | — | — | — |