Plan Ledger DOL Form 5500 · updated monthly

Delek US Holdings, Inc.401(k)

DELEK US 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Delek US Holdings, Inc. reported $222,079 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $7,666 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 0.05% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 59th-largest of 1,496 plans among Tennessee employers on file, and the 135th of 5,215 in retail trade. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$392,139,016
Participants with balances4,223
Active participants3,733
Employer contributions$28,618,727
Employee contributions$24,768,998
Employer contribution per active participant$7,666
Average account balance$92,858
Benefits paid to participants$45,677,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$392.1M · 4,223 accts · $28.6M emplr
2023$334.5M · 4,070 accts · $17.0M emplr
2022$282.1M · 3,045 accts · $12.5M emplr
Administrative expenses, itemized · 2024
Investment management$322,896
Audit (IQPA)$88,000
Total administrative$222,079
The Delek US Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$7,666
Median for plans this size$4,294
2024$7,666 per active participant
2023$5,008 per active participant
2022$3,474 per active participant

Delek US Holdings, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20246
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$165,596
RAYMOND JAMES · Investment advisory (participants) · Investment advisory (plan)$90,000
CRI CPAS AND ADVISORS · Accounting / audit$88,000
NFP RETIREMENT, INC. · Investment advisory (plan) · Investment management$40,000
PRINCIPAL FINANCIAL GROUP · Consulting$27,300
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$222,079 · 0.06%
2023$142,693 · 0.05%
2022Not separately reported
Similar plansRetail Trade · Tennessee
Autozone, Inc. TN$1.1B · 0.10%
Dollar General Corporation TN$824.5M · 0.25%
Tractor Supply Company TN$559.7M · 0.24%
Pilot Travel Centers, LLC TN$506.9M · 0.21%
Genesco Inc. TN$190.2M · 0.02%
Tom James Company TN$126.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522319066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.