Plan Ledger DOL Form 5500 · updated monthly

Delta Diversified Enterprises, IncProfit-sharing plan

DELTA DIVERSIFIED ENTERPRISES, INC. PROFIT-SHARING PLAN AND TRUST · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Delta Diversified Enterprises, Inc reported $142,156 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,456 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 fell from 0.67% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 324th-largest of 1,285 plans among Arizona employers on file, and the 1,772nd of 5,337 in construction.

Plan summary
Net assets, end of year$24,347,261
Participants with balances342
Active participants272
Employer contributions$2,300,000
Employee contributions—
Employer contribution per active participant$8,456
Average account balance$71,191
Benefits paid to participants$1,838,466
Plan auditUnmodified (clean) audit opinion
AuditorMORRISON, CLARK & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 342 accts · $2.3M emplr
2023$22.0M · 395 accts · $2.3M emplr
2022$17.1M · 397 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Investment management$142,156
Total administrative$142,156
Employer contributions to the Delta Diversified Enterprises, Inc plan · 2024
Employer contribution per active participant$8,456
Median for plans this size$2,416
2024$8,456 per active participant
2023$7,492 per active participant
2022$4,467 per active participant

Delta Diversified Enterprises, Inc's 2024 employer contribution ran above the $2,416 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 · 20244
CONTANGO CAPITAL ADVISORS$35,861
JP MORGAN$32,251
ENVISION CAPITAL MANAGEMENT$31,784
WELLS FARGO ADVISORS$7,251

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$142,156 · 0.61%
2023$127,245 · 0.65%
2022$109,835 · 0.67%
Same employer
Similar plansConstruction · Arizona
Haydon Building Corp AZ$29.4M · 0.32%
Willmeng Construction, Inc. AZ$25.0M · 0.63%
D.P. Electric, Inc. AZ$19.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860254317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.