Plan Snapshot
- Plan Sponsor: Donnelley Financial, LLC
- Sponsor EIN: 132618477
- Sponsor Address: 391 STEEL WAY, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 1,547
- Total Assets: $509.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,547 | $509.3M | $4.7M | $15.6M |
| 2023 | 1,577 | $475.4M | $4.9M | $15.9M |
| 2022 | 1,747 | $436.4M | $5.3M | $17.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $417,393 | $111,229 | — | — | — |
| 2023 | $377,697 | $97,913 | — | -$104,805 | — |
| 2022 | $690,717 | $6,671 | — | — | $164,601 |