Plan Snapshot
- Plan Sponsor: Delta Star, INC.
- Sponsor EIN: 251586168
- Sponsor Address: 3550 MAYFLOWER DRIVE, LYNCHBURG, VA, 24501
- Plan Type: 401(k)
- Total Participants: 886
- Total Assets: $42.5M
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 | 886 | $42.5M | $1.4M | $3.2M |
| 2023 | 777 | $36.9M | $1.2M | $2.8M |
| 2022 | 692 | $30.9M | $1.1M | $2.5M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,025 | $24,025 | — | — | — |
| 2023 | $17,746 | $17,722 | — | — | — |
| 2022 | $56,906 | $12,862 | $44,044 | — | — |