Plan Snapshot
- Plan Sponsor: Dlp Real Estate Capital, INC.
- Sponsor EIN: 832665912
- Sponsor Address: DLP CAPITAL INC, ST. AUGUSTINE, FL, 32095
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $10.7M
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 | 365 | $10.7M | $1.1M | $1.7M |
| 2023 | 251 | $7.3M | $652,686 | $1.3M |
| 2022 | 202 | $5.8M | $583,818 | $1.5M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO U.S.A. | RECORDKEEPER | $41,768 | — | $41,768 |
| BUCKNO LISICKY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INS CO U.S.A. — RECORDKEEPER
- BUCKNO LISICKY & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,768
- Estimated Expense Ratio: 0.390% 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 | $44,954 | — | $44,954 | — | — |
| 2023 | $8,050 | — | $8,050 | — | — |
| 2022 | $6,815 | — | $2,575 | — | $4,240 |