Plan Snapshot
- Plan Sponsor: Dilworth Paxson LLP
- Sponsor EIN: 231398811
- Sponsor Address: 1650 MARKET STREET, SUITE 1200, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $79.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 107 | $79.4M | $1.2M | $1.3M |
| 2023 | 88 | $67.6M | $1.1M | $1.0M |
| 2022 | 84 | $52.1M | $1.0M | $862,721 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $62,443 | $43,454 | $18,989 | — | — |
| 2023 | $30,952 | $12,326 | $18,626 | — | — |
| 2022 | $27,629 | $10,441 | $17,188 | — | — |