Plan Ledger DOL Form 5500 · updated monthly

Delta Delta Delta401(k)

DELTA DELTA DELTA 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Delta Delta Delta reported $24,479 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $1,049 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 0.22% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,571st of 5,688), and 10,513th of 11,654 in professional & technical services. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 227 to 196 since 2022.

Plan summary
Net assets, end of year$3,068,305
Participants with balances111
Active participants196
Employer contributions$205,525
Employee contributions$418,976
Employer contribution per active participant$1,049
Average account balance$27,642
Benefits paid to participants$989,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 111 accts · $206K emplr
2023$3.0M · 114 accts · $210K emplr
2022$2.2M · 110 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,244
Investment management$2,361
Total administrative$24,479
The Delta Delta Delta 401(k) match · 2024
Employer contribution per active participant$1,049
Median for plans this size$1,313
2024$1,049 per active participant
2023$924 per active participant
2022$776 per active participant

Delta Delta Delta's 2024 employer contribution ran below the $1,313 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
COTA STREET INVESTMENT MANAGEMENT · Investment management$2,361
ASAE BUSINESS SERVICES$874

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$24,479 · 0.80%
2023$20,580 · 0.78%
2022$4,513 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Texas
Vvc of Texas LLC TX$3.2M · 1.10%
Akorbi Inc. TX$3.1M · 0.45%
Talkwalker, Inc. TX$3.1M · 0.69%
Cariloop TX$3.1M · 1.10%
Scott & Associates PC TX$3.0M · 1.55%
Sourceday, Inc. TX$2.9M · 0.19%
The 20, LLC TX$2.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362374316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.