Plan Ledger DOL Form 5500 · updated monthly

Delta Health Alliance, Inc.401(k)

DELTA HEALTH ALLIANCE, INC. RETIREMENT PLAN · LELAND, MS · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Delta Health Alliance, Inc. reported $6,050 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,799 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 0.038% to 0.044%. 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 124th-largest of 367 plans among Mississippi employers on file, and the 1,296th of 3,341 in other services. In 2024, the employer put in $2.94 for every $1.00 employees contributed themselves; active participation has grown from 398 to 458 since 2022.

Plan summary
Net assets, end of year$14,848,099
Participants with balances846
Active participants458
Employer contributions$1,281,782
Employee contributions$436,371
Employer contribution per active participant$2,799
Average account balance$17,551
Benefits paid to participants$1,184,529
Plan auditUnmodified (clean) audit opinion
AuditorTAYLOR, POWELL, WILSON & HARTFORD
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 846 accts · $1.3M emplr
2023$12.7M · 786 accts · $1.3M emplr
2022$9.9M · 649 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,050
Total administrative$6,050
The Delta Health Alliance, Inc. 401(k) match · 2024
Employer contribution per active participant$2,799
Median for plans this size$2,416
2024$2,799 per active participant
2023$2,588 per active participant
2022$2,693 per active participant

Delta Health Alliance, Inc.'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 · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS · Recordkeeping · Investment management$6,050

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SVCS
2023CAPITAL GROUP RETIREMENT PLAN SVCS

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

Administrative cost history3
2024$6,050 · 0.04%
2023$4,900 · 0.04%
2022$3,950 · 0.04%
Same employer
Similar plansOther Services · Mississippi
Neca-Ibew Local 480 MS$123.2M · 0.22%
Puckett Machinery Company MS$50.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470915576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.