# Donnelly Mechanical Corp. DC Plan
Source: https://planprovider.pro/companies/donnelly-mechanical-corp-plan-003

> Donnelly Mechanical Corp.'s DC plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NAWROCKI SMITH LLP](https://planprovider.pro/provider/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|—|—|—|—|

## Similar Plans

- [Gil-Bar Industries INC.](https://planprovider.pro/companies/gil-bar-industries-inc-401k-plan) — 323 participants

- [Granite Comfort LP](https://planprovider.pro/companies/granite-comfort-lp-401k-plan) — 325 participants

- [Trustees Of Plumbers Pipe Fitters & Apprentices Local 112 Pension Fund](https://planprovider.pro/companies/trustees-of-plumbers-pipe-fitters-apprentices-local-112-pension-fund-plan) — 332 participants

- [Board Of Trustees, Iuoe Local 295-295b,C Pension Fund](https://planprovider.pro/companies/board-of-trustees-iuoe-local-295-295b-c-pension-fund-plan) — 339 participants

- [Board Of Trustees Pension Fund Of Heat And Frost Insulators Local 12](https://planprovider.pro/companies/board-of-trustees-pension-fund-of-heat-and-frost-insulators-local-12-plan) — 391 participants

- [Board Of Trustees Annuity Fund Of Heat And Frost Insulators Local 12](https://planprovider.pro/companies/board-of-trustees-annuity-fund-of-heat-and-frost-insulators-local-12-plan) — 461 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/donnelly-mechanical-corp-plan-003)

© 2026 PlanProvider.Pro