Plan Ledger DOL Form 5500 · updated monthly

Delaney Chevrolet, Inc.401(k)

DELANEY AUTO GROUP 401(K) PLAN · INDIANA, PA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Delaney Chevrolet, Inc. reported $58,336 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,329 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 0.48% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (1,930th of 3,651), and the 2,006th of 5,215 in retail trade. In 2024, employees put in $2.90 for every $1.00 the employer contributed; active participation has grown from 198 to 324 since 2022.

Plan summary
Net assets, end of year$14,061,372
Participants with balances282
Active participants324
Employer contributions$430,702
Employee contributions$1,249,400
Employer contribution per active participant$1,329
Average account balance$49,863
Benefits paid to participants$2,571,400
Plan auditUnmodified (clean) audit opinion
AuditorSMITH LEWIS CHESS & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 282 accts · $431K emplr
2023$13.2M · 269 accts · $372K emplr
2022$10.4M · 214 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,191
Investment management$12,885
Total administrative$58,336
The Delaney Chevrolet, Inc. 401(k) match · 2024
Employer contribution per active participant$1,329
Median for plans this size$2,416
2024$1,329 per active participant
2023$1,253 per active participant
2022$1,543 per active participant

Delaney Chevrolet, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,451
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$5,959
PARTNERS · Investment advisory (plan)$5,110

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

Administrative cost history3
2024$58,336 · 0.43%
2023$53,533 · 0.45%
2022$56,051 · 0.48%
Similar plansRetail Trade · Pennsylvania
Country Fair, Inc. PA$14.5M · 0.03%
Rusmur Floors Inc PA$14.4M · 0.50%
Tom Masano, Inc. PA$14.3M · 0.61%
Koch Holdings Inc. PA$13.8M · 0.07%
Transteck, Inc PA$13.6M · 0.59%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251216891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.