# Tdc Opco, LLC Dba The Delta Companies 401(k) Plan
Source: https://planprovider.pro/companies/tdc-opco-llc-dba-the-delta-companies-401k-plan

> Tdc Opco, LLC Dba The Delta Companies's 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide) — CUSTODIAN

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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