Plan Ledger DOL Form 5500 · updated monthly

Delta Defense, LLC401(k)

DELTA DEFENSE, LLC 401(K) PLAN · WEST BEND, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Delta Defense, LLC reported $83,570 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,716 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 0.13% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 660th-largest of 1,936 plans among Wisconsin employers on file, and the 764th of 3,341 in other services. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,542,459
Participants with balances681
Active participants626
Employer contributions$2,326,493
Employee contributions$3,520,038
Employer contribution per active participant$3,716
Average account balance$41,913
Benefits paid to participants$1,446,180
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.5M · 681 accts · $2.3M emplr
2023$21.1M · 646 accts · $2.2M emplr
2022$14.0M · 573 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,794
Investment management$54,776
Total administrative$83,570
The Delta Defense, LLC 401(k) match · 2024
Employer contribution per active participant$3,716
Median for plans this size$2,416
2024$3,716 per active participant
2023$3,426 per active participant
2022$2,435 per active participant

Delta Defense, LLC's 2024 employer contribution ran above 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 · 20242
WIPFLI LLP · Recordkeeping · Loan processing$28,539
CREATIVE PLANNING HOLDCO, LLC · Investment advisory (participants) · Investment advisory (plan)$54,776

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

Recordkeeper by year2
2024WIPFLI LLP
2023WIPFLI LLP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$83,570 · 0.34%
2023$26,374 · 0.15%
2022$17,660 · 0.13%
Same employer
Similar plansOther Services · Wisconsin
Ablelight Inc. WI$30.0M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200364350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.