Plan Snapshot
- Plan Sponsor: Group Delta Consultants, INC.
- Sponsor EIN: 330174114
- Sponsor Address: 32 MAUCHLY STE B, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 77 | $14.6M | $114,561 | $811,265 |
| 2023 | 84 | $12.5M | $116,387 | $726,564 |
| 2022 | 85 | $16.0M | $257,934 | $702,022 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | INVESTMENT/FINANCIAL ADVI | $25,453 | — | $25,453 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $6,857 | — | $6,857 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES — INVESTMENT/FINANCIAL ADVI
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,310
- Estimated Expense Ratio: 0.221% 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 | $34,042 | $32,312 | — | — | — |
| 2023 | $34,254 | $32,334 | — | — | — |
| 2022 | $42,386 | — | — | — | — |