Plan Ledger DOL Form 5500 · updated monthly

Delta Electronics (USA) Inc.401(k)

DELTA ELECTRONICS (USA) INC. 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Delta Electronics (USA) Inc. reported $52,667 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,860 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 0.24% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,752nd-largest of 5,688 plans among Texas employers on file, and the 5,176th of 13,661 in manufacturing. In 2024, employees put in $3.40 for every $1.00 the employer contributed; active participation has grown from 133 to 209 since 2022.

Plan summary
Net assets, end of year$24,661,528
Participants with balances243
Active participants209
Employer contributions$388,778
Employee contributions$1,323,641
Employer contribution per active participant$1,860
Average account balance$101,488
Benefits paid to participants$2,329,565
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON AND JOHNSTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 243 accts · $389K emplr
2023$21.8M · 204 accts · $316K emplr
2022$19.3M · 198 accts · $293K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,347
Investment management$33,320
Total administrative$52,667
The Delta Electronics (USA) Inc. 401(k) match · 2024
Employer contribution per active participant$1,860
Median for plans this size$2,416
2024$1,860 per active participant
2023$2,176 per active participant
2022$2,201 per active participant

Delta Electronics (USA) Inc.'s 2024 employer contribution ran below 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 · 20243
OSAIC WEALTH INC · Investment advisory (plan)$25,647
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,347
CLOSED DLR-WOODBURY FINANCIAL · Investment advisory (plan)$7,673

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$52,667 · 0.23%
2023$47,479 · 0.23%
2022$52,500 · 0.24%
Same employer
Similar plansManufacturing · Texas
Reata Pharmaceuticals, Inc. TX$25.3M · 0.14%
Natgasoline LLC TX$25.2M · 0.05%
Indorama Ventures TX$24.9M · 0.12%
Koenig & Bauerus Inc. TX$24.5M · 0.23%
Ingram Readymix, Inc. TX$24.5M · 0.55%
Ito En North America Inc. TX$24.5M · 0.56%
Equistar Chemicals, LP TX$24.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752917338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.