Plan Ledger DOL Form 5500 · updated monthly

Delivermd401(k)

SMOAKLAND 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Delivermd reported $1,906 in plan administrative expenses for 2024: 0.59% of average plan assets, below the peer median. Employer contributions averaged $1 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (9,168th of 9,483), and 916th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1637.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$351,182
Participants with balances98
Active participants91
Employer contributions$97
Employee contributions$158,879
Employer contribution per active participant$1
Average account balance$3,583
Benefits paid to participants$138,464
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$1,906
Total administrative$1,906
The Delivermd 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$540

Delivermd's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$1,906 · 0.59%
Similar plansAgriculture, Forestry & Fishing · California
Duarte Nursery, Inc. CA$479K · 4.15%
Woodspur Operations LLC CA$355K · 0.46%
Fiore Management LLC CA$323K · 4.01%
Francis Russell Harris CA$309K · 0.39%
Peters Fruit Farms, Inc. CA$306K · 0.72%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 832599537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.