Plan Ledger DOL Form 5500 · updated monthly

Deli Management, Inc.401(k)

DELI MANAGEMENT, INC. SAVINGS AND INCENTIVE RETIREMENT PLAN · BEAUMONT, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Deli Management, Inc. reported $133,806 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $99 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 rose from 0.37% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,533rd-largest of 5,688 plans among Texas employers on file, and the 201st of 2,240 in accommodation & food services. In 2024, employees put in $6.27 for every $1.00 the employer contributed; active participation has grown from 2,378 to 3,993 since 2022.

Plan summary
Net assets, end of year$30,282,812
Participants with balances677
Active participants3,993
Employer contributions$394,155
Employee contributions$2,471,484
Employer contribution per active participant$99
Average account balance$44,731
Benefits paid to participants$2,426,578
Plan auditUnmodified (clean) audit opinion
AuditorWATHEN DESHONG & JUNCKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 677 accts · $394K emplr
2023$26.6M · 651 accts · $368K emplr
2022$21.6M · 732 accts · $330K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,806
Total administrative$133,806
The Deli Management, Inc. 401(k) match · 2024
Employer contribution per active participant$99
Median for plans this size$2,416
2024$99 per active participant
2023$147 per active participant
2022$139 per active participant

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

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$80,314
COMPENSATION STRATEGIES GROUP, LTD. · Contract administrator · Recordkeeping$53,493

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

Recordkeeper by year2
2024COMPENSATION STRATEGIES GROUP, LTD., John Hancock
2023COMPENSATION STRATEGIES GROUP, LTD., John Hancock

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Administrative cost history3
2024$133,806 · 0.47%
2023$104,490 · 0.43%
2022$86,643 · 0.37%
Same employer
Similar plansAccommodation & Food Services · Texas
The Houstonian Campus, LLC TX$53.9M · 0.22%
Pappas Restaurants, Inc. TX$51.3M · 0.15%
Pizza Properties, Inc. TX$37.1M · 0.34%
McR Investors LLC TX$29.0M · 0.54%
Ashford, Inc. TX$27.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760075660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.