Plan Ledger DOL Form 5500 · updated monthly

Dalcor Management, Inc.401(k)

DALCOR MANAGEMENT, INC 401(K) RETIREMENT PLAN · HUNTSVILLE, AL · plan year 2022

Reported admin expense ratio · 2022
1.37%

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

Dalcor Management, Inc. reported $16,157 in plan administrative expenses for 2022: 1.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $239 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Alabama (849th of 902), and 1,958th of 2,096 in real estate & leasing. In 2022, employees put in $4.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,140,976
Participants with balances72
Active participants134
Employer contributions$32,066
Employee contributions$143,097
Employer contribution per active participant$239
Average account balance$15,847
Benefits paid to participants$78,326
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,157
Total administrative$16,157
The Dalcor Management, Inc. 401(k) match · 2022
Employer contribution per active participant$239
Median for plans this size$1,114

Dalcor Management, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,157 · 1.37%
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Source: U.S. Department of Labor, Form 5500 series, EIN 630765945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.