# George E. Delallo Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/george-e-delallo-co-inc-401k-plan

> George E. Delallo Co., INC.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$78,446|—|$78,446|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$53,269|—|$53,269|

| GROSSMAN YANAK & FORD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [GROSSMAN YANAK & FORD](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $131,715

- **Estimated Expense Ratio:** 0.595% 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|$131,715|$53,269|$18,314|—|—|

| 2023|$118,943|$47,769|$71,170|—|—|

| 2022|$103,943|$52,804|$51,039|—|—|

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