Plan Ledger DOL Form 5500 · updated monthly

Delta Enterprise Corp.401(k)

DELTA ENTERPRISE CORPORATION 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.72%

Delta Enterprise Corp. reported $54,798 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. 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 5 years on file its reported administrative ratio rose from 0.52% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,849th of 5,648), and 3,136th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$8,466,159
Participants with balances168
Active participants157
Employer contributions—
Employee contributions$734,294
Employer contribution per active participant—
Average account balance$50,394
Benefits paid to participants$114,214
Plan auditUnmodified (clean) audit opinion
Plan history6
Yearassets · accounts · employer contribution
2024$8.5M · 168 accts
2023$6.9M · 149 accts
2022$5.6M · 153 accts
2021$6.7M · 153 accts
2020$6.0M · 150 accts · $13K emplr
2019$4.6M · 83 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,798
Total administrative$54,798
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 · 20241
EQUITABLE LIFE INSURANCE CO · Recordkeeping · Trustee (directed)$54,798

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

Recordkeeper by year2
2024EQUITABLE LIFE INSURANCE CO
2023EQUITABLE LIFE INSURANCE CO

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Administrative cost history6
2024$54,798 · 0.72%
2023$43,095 · 0.69%
2022$42,847 · 0.70%
2021$43,444 · 0.69%
2020$35,890 · 0.68%
2019$22,676 · 0.52%
All plans at this employer2
DELTA ENTERPRISE CORPORATION 401(K) PROFIT SHARING PLAN401(k)
DELTA ENTERPRISE CORP. PROFIT SHARING PLAN IIProfit-sharing plan
Similar plansWholesale Trade · New York
Ted Baker Limited NY$8.4M · 0.05%
Power Drives, Inc. NY$8.3M · 0.66%
Nyc Alliance Group, LLC NY$8.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112201888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.