Plan Snapshot
- Plan Sponsor: Ralph G. Degli Obizzi & Sons, INC.
- Sponsor EIN: 510116983
- Sponsor Address: 400 ROBINSON LN, WILMINGTON, DE, 198054614
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $11.3M
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. |
|---|---|---|---|---|
| 2023 | 97 | $11.3M | $338,044 | $450,788 |
| 2022 | 103 | $14.7M | $352,636 | $466,181 |
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 |
|---|---|---|---|---|
| WHEELER WOLFENDEN AND DWARES, CPAS | 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 |
|---|---|---|---|---|---|
| 2023 | $39,920 | — | $39,920 | — | — |
| 2022 | $57,108 | — | $57,108 | — | — |