Plan Snapshot
- Plan Sponsor: Donley Companies, INC.
- Sponsor EIN: 873916612
- Sponsor Address: 5430 WARNER ROAD, CLEVELAND, OH, 441251140
- Plan Type: 401(k)
- Total Participants: 526
- Total Assets: $22.3M
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 | 526 | $22.3M | $639,088 | $1.6M |
| 2023 | 425 | $18.5M | $561,357 | $1.3M |
| 2022 | 423 | $18.6M | $509,575 | $1.2M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD. | Auditor | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,000
- Estimated Expense Ratio: 0.049% 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 | $77,965 | — | $4,500 | $11,000 | — |
| 2023 | $64,278 | — | $4,500 | $9,200 | — |
| 2022 | $67,577 | — | $59,077 | — | $8,500 |