Plan Snapshot
- Plan Sponsor: Medical Society Of Delaware
- Sponsor EIN: 510061011
- Sponsor Address: 900 PRIDES CROSSING, NEWARK, DE, 19713
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $20.9M
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 | 147 | $20.9M | $718,675 | $902,019 |
| 2023 | 193 | $18.0M | $617,266 | $967,233 |
| 2022 | 184 | $18.3M | $711,843 | $866,345 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
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 | $187,499 | — | $167,999 | — | — |
| 2023 | $158,569 | $158,569 | — | — | — |
| 2022 | $177,081 | — | $177,081 | — | — |