Plan Snapshot
- Plan Sponsor: Mary Campbell Center
- Sponsor EIN: 237089122
- Sponsor Address: 4641 WELDIN ROAD, WILMINGTON, DE, 19803
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 147
- Total Assets: $9.4M
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 | 147 | $9.4M | $169,511 | $427,159 |
| 2023 | 128 | $8.6M | $174,029 | $450,887 |
| 2022 | 148 | $7.6M | $166,746 | $422,332 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | Other Service Provider | $28,473 | — | $28,473 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $27,310 | — | $27,310 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,783
- 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 | $58,161 | $30,850 | $27,311 | — | — |
| 2023 | $50,004 | $29,197 | $20,807 | — | — |
| 2022 | $51,273 | $30,994 | $20,279 | — | — |