Plan Snapshot
- Plan Sponsor: George E. Delallo Co., INC.
- Sponsor EIN: 251127339
- Sponsor Address: 1 DELALLO WAY, MT. PLEASANT, PA, 15666
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $22.1M
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 | 324 | $22.1M | $425,500 | $1.3M |
| 2023 | 296 | $20.7M | $439,664 | $1.2M |
| 2022 | 297 | $18.1M | $390,769 | $1.1M |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD — 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 | $131,715 | $53,269 | $18,314 | — | — |
| 2023 | $118,943 | $47,769 | $71,170 | — | — |
| 2022 | $103,943 | $52,804 | $51,039 | — | — |