Plan Ledger DOL Form 5500 · updated monthly

D & H Corporate Group Inc.ESOP

D & H EMPLOYEE STOCK OWNERSHIP PLAN · HARRISBURG, PA · plan year 2023

Reported admin expense ratio · 2023
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

D & H Corporate Group Inc. reported $305,303 in plan administrative expenses for 2023: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,427 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.14% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 216th-largest of 3,651 plans among Pennsylvania employers on file, and the 162nd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$288,739,082
Participants with balances1,627
Active participants1,459
Employer contributions$5,000,000
Employee contributions—
Employer contribution per active participant$3,427
Average account balance$177,467
Benefits paid to participants$15,417,955
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$239.1M · 1,631 accts · $10.8M emplr
2023$288.7M · 1,627 accts · $5.0M emplr
2022$184.1M · 1,607 accts · $5.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$73,940
Investment management$194,048
Audit (IQPA)$21,595
Total administrative$305,303
Employer contributions to the D & H Corporate Group Inc. plan · 2023
Employer contribution per active participant$3,427
Median for plans this size$3,659
2024$7,288 per active participant
2023$3,427 per active participant
2022$3,422 per active participant

D & H Corporate Group Inc.'s 2023 employer contribution ran below the $3,659 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202312
MORGANSTANLEY SMITHBARNEY · Recordkeeping · Investment management$194,048
CONRAD SIEGEL INC · Recordkeeping · Pension consulting$73,940
MCKONLY&ASBURY · Accounting / audit$18,720
BOLES, GROVE & METZGER, P.C. · Valuation$14,325
INVESCO CAPITAL MANAGEMENT LLC · Investment managementindirect comp
BLACKROCK FUND ADVISORS · Investment managementindirect comp
JP MORGAN ASSET MANAGEMENT · Investment managementindirect comp
PRINCIPAL ASSET MANAGEMENT · Investment managementindirect comp
PROSHARES TRUST · Investment managementindirect comp
COHEN & STEERS CAPITAL INC · Investment managementindirect comp
GQG PARTNERS LLC · Investment managementindirect comp
KKR CREDIT ADVISORS LLC · Investment managementindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Conrad Siegel, MORGANSTANLEY SMITHBARNEY
2023Conrad Siegel, MORGANSTANLEY SMITHBARNEY

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$200,251 · 0.08%
2023$305,303 · 0.13%
2022$247,032 · 0.14%
Similar plansWholesale Trade · Pennsylvania
Avantor, Inc. PA$648.0M · 0.10%
Brenntag North America, Inc. PA$630.0M · 0.18%
Hajoca Corporation PA$352.3M · 0.10%
Benco Dental Supply Company PA$261.5M · 0.08%
Dorman Products, Inc. PA$239.3M · 0.20%
L/B Water Service, Inc. PA$224.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882009462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.