Plan Snapshot
- Plan Sponsor: Isaac'S Deli, INC.
- Sponsor EIN: 232250525
- Sponsor Address: 1104 FERNWOOD AVE, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $3.7M
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 | 217 | $3.7M | $0 | $224,469 |
| 2023 | 217 | $3.4M | $48,334 | $227,465 |
| 2022 | 140 | $2.7M | $37,194 | $174,204 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | $12,203 | — | $12,203 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,203
- Estimated Expense Ratio: 0.332% 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 | $53,448 | $10,023 | $31,222 | $12,203 | — |
| 2023 | $42,896 | $8,138 | $23,285 | $11,473 | — |
| 2022 | $36,083 | $7,983 | $17,698 | — | $10,402 |