Plan Snapshot
- Plan Sponsor: Donnelly Mechanical Corp.
- Sponsor EIN: 112957503
- Sponsor Address: 96-59 222ND STREET, QUEENS VILLAGE, NY, 11429
- Plan Type: DC
- Total Participants: 131
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 131 | $4.0M | $308,683 | $0 |
| 2023 | 134 | $4.0M | $164,498 | $0 |
| 2022 | 151 | $3.6M | $288,668 | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,167 | — | $11,167 |
| NAWROCKI SMITH LLP | ACCOUNTANT/AU DITOR | $9,500 | — | $9,500 |
| UNITED BENEFIT PENSIONS INC. | OTHER SERVICES | $7,978 | — | $7,978 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NAWROCKI SMITH LLP — ACCOUNTANT/AU DITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,645
- Estimated Expense Ratio: 0.712% 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 | $32,070 | — | — | — | — |
| 2023 | $13,646 | — | — | — | — |
| 2022 | $18,071 | — | — | — | — |