Plan Ledger DOL Form 5500 · updated monthly

Delta Mechanical401(k)

DELTA MECHANICAL 401(K) PLAN · MESA, AZ · plan year 2022

Reported admin expense ratio · 2022
0.08%

Delta Mechanical reported $171 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (1,252nd of 1,285), and 5,281st of 5,337 in construction.

Plan summary
Net assets, end of year$248,581
Participants with balances25
Active participants159
Employer contributions—
Employee contributions$118,986
Employer contribution per active participant—
Average account balance$9,943
Plan auditUnmodified (clean) audit opinion
AuditorBAKERTILLY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$171
Total administrative$171
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$171 · 0.08%
Same employer
Similar plansConstruction · Arizona
Palo Verde Plastering Inc AZ$576K · 0.57%
Creative Environments AZ$573K · 0.29%
Whitton Companies AZ$245K · 2.09%
Canyon Building & Design AZ$234K · 1.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860814419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.