Plan Ledger DOL Form 5500 · updated monthly

Delta T, LLC dba Big Ass Fans401(k)

BIG ASS FANS 401(K) PLAN · LEXINGTON, KY · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

Delta T, LLC dba Big Ass Fans reported $92,279 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,677 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 1 year on file its reported administrative ratio fell from 0.46% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 248th-largest of 871 plans among Kentucky employers on file, and the 5,156th of 13,661 in manufacturing. In 2023, employees put in $3.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,854,531
Participants with balances651
Active participants489
Employer contributions$819,879
Employee contributions$2,845,490
Employer contribution per active participant$1,677
Average account balance$38,179
Benefits paid to participants$2,266,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $484K emplr
2023$24.9M · 651 accts · $820K emplr
2022$19.4M · 661 accts · $769K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$45,868
Investment management$46,411
Total administrative$92,279
The Delta T, LLC dba Big Ass Fans 401(k) match · 2023
Employer contribution per active participant$1,677
Median for plans this size$2,440
2023$1,677 per active participant
2022$1,481 per active participant

Delta T, LLC dba Big Ass Fans's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ARGI INVESTMENT SERVICES LLC · Investment advisory (plan)$46,411

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

Administrative cost history3
2024Not separately reported
2023$92,279 · 0.42%
2022$95,951 · 0.46%
Similar plansManufacturing · Kentucky
Post Glover Resistors, Inc. KY$26.3M · 0.37%
Panariagroup USA, Inc. KY$26.3M · 0.15%
Topy America, Inc. KY$25.4M · 0.07%
Vuteq USA, Inc. KY$25.2M · 0.31%
The Williamson Group, Inc. KY$24.1M · 0.39%
Papercone Corporation KY$23.5M · 0.03%
Four Roses Distillery LLC KY$22.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611260060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.