Plan Ledger DOL Form 5500 · updated monthly

Deerfield Agency LLC401(k)

DEERFIELD AGENCY LLC 401K PLAN · CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Deerfield Agency LLC reported $44,030 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $3,820 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 1 year on file its reported administrative ratio rose from 0.44% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,266th of 3,651), and 2,879th of 4,246 in wholesale trade. In 2024, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,233,146
Participants with balances187
Active participants135
Employer contributions$515,655
Employee contributions$1,285,025
Employer contribution per active participant$3,820
Average account balance$54,723
Benefits paid to participants$543,577
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.2M · 187 accts · $516K emplr
2023$7.4M · 184 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,030
Total administrative$44,030
The Deerfield Agency LLC 401(k) match · 2024
Employer contribution per active participant$3,820
Median for plans this size$1,313
2024$3,820 per active participant
2023$2,663 per active participant

Deerfield Agency LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
GALLAGHER BENEFIT SERVICES INC. · Investment advisory (plan)$13,521
DELAWARE VALLEY RETIREMENT INC · Contract administrator$4,170
ERISA SERVICES OF GEORGIA LLC · Contract administrator$850
EQUITY SERVICES INCindirect comp

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

Administrative cost history2
2024$44,030 · 0.50%
2023$24,971 · 0.44%
Same employer
Similar plansWholesale Trade · Pennsylvania
Wallace Supply, LLC PA$10.2M · 0.53%
Penn Veterinary Supply PA$10.2M · 0.03%
Toyotalift Northeast, LLC PA$10.2M · 0.23%
Gerard Daniel Worldwide PA$10.2M · 0.48%
Agriteer LLC PA$9.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473931876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.