# Donegal Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/donegal-mutual-insurance-company-401k-plan

> Donegal Mutual Insurance Company's 401(k) plan: 839 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Donegal Mutual Insurance Company

- **Sponsor EIN:** 231336198

- **Sponsor Address:** P. O. BOX 302, MARIETTA, PA, 17547

- **Plan Type:** 401(k)

- **Total Participants:** 839

- **Total Assets:** $198.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|839|$198.2M|$4.0M|$7.8M|

| 2023|798|$173.0M|$4.0M|$7.6M|

| 2022|869|$149.4M|$3.5M|$6.9M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$5,544|—|$5,544|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,544

- **Estimated Expense Ratio:** 0.003% 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|$5,544|—|—|—|—|

| 2023|$137,494|$43,107|—|$44,000|—|

| 2022|$209,695|$60,825|—|—|$40,000|

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