Plan Snapshot
- Plan Sponsor: Tdc Opco, LLC Dba The Delta Companies
- Sponsor EIN: 364717860
- Sponsor Address: 3100 OLYMPUS BLVD., COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 286 | $11.6M | $0 | $1.1M |
| 2023 | 428 | $9.8M | $0 | $1.1M |
| 2022 | 300 | $7.9M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES | FINANCIAL ADVSR | — | $87,073 | $87,073 |
| NATIONWIDE | CUSTODIAN | $38,706 | — | $38,706 |
| INWEST RETIREMENT SOLUTIONS | TPA | $18,014 | $10,078 | $28,092 |
| IRON FIDUCIARY | FIDUCIARY SVCS | $11,125 | — | $11,125 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — CUSTODIAN
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,996
- Estimated Expense Ratio: 1.418% 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 | $70,070 | $11,125 | $18,014 | — | — |
| 2023 | $108,860 | $108,005 | $855 | — | — |
| 2022 | $136,447 | $127,297 | $9,150 | — | — |