Plan Snapshot
- Plan Sponsor: Delta Sonic Car Wash Systems, INC.
- Sponsor EIN: 160972035
- Sponsor Address: 570 DELAWARE AVE, BUFFALO, NY, 142021206
- Plan Type: 401(k)
- Total Participants: 1,346
- Total Assets: $54.2M
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 | 1,346 | $54.2M | $1.8M | $3.7M |
| 2023 | 1,120 | $44.0M | $1.6M | $3.1M |
| 2022 | 1,197 | $34.2M | $1.4M | $2.8M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | RETAINED BY PLAN SPONSOR | $77,824 | — | $77,824 |
| UBS FINANCIAL SERVICES, INC. | RETAINED BY PLAN SPONSOR | $15,247 | — | $15,247 |
| BROCK, SCHECHTER & POLAKOFF, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — RETAINED BY PLAN SPONSOR
- UBS FINANCIAL SERVICES, INC. — RETAINED BY PLAN SPONSOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,071
- Estimated Expense Ratio: 0.172% 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 | $93,071 | $19,055 | $74,016 | — | — |
| 2023 | $77,446 | $20,175 | $57,271 | — | — |
| 2022 | $77,750 | $27,988 | $49,762 | — | — |