Plan Snapshot
- Plan Sponsor: The Delong Co INC
- Sponsor EIN: 391101457
- Sponsor Address: 214 ALLEN STREET, CLINTON, WI, 53525
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $23.2M
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 | 399 | $23.2M | $1.1M | $1.5M |
| 2023 | 375 | $19.4M | $983,164 | $1.4M |
| 2022 | 353 | $14.6M | $714,602 | $1.3M |
| 2019 | 344 | $12.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $82,058 | $23,700 | $58,358 | — | — |
| 2023 | $74,045 | — | $74,045 | — | — |
| 2022 | $70,563 | $39,669 | $16,624 | — | $14,270 |
| 2019 | $26,118 | — | — | — | $26,118 |