Plan Ledger DOL Form 5500 · updated monthly

Depaul Realty Company401(k)

DEPAUL 401(K) RETIREMENT PLAN · FLOURTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Depaul Realty Company reported $109,661 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,593 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 0.39% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,112th-largest of 3,651 plans among Pennsylvania employers on file, and the 234th of 612 in mining, oil & gas extraction. In 2024, employees put in $3.23 for every $1.00 the employer contributed; active participation has shrunk from 563 to 369 since 2022.

Plan summary
Net assets, end of year$32,292,044
Participants with balances415
Active participants369
Employer contributions$587,660
Employee contributions$1,899,781
Employer contribution per active participant$1,593
Average account balance$77,812
Benefits paid to participants$4,113,446
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$32.3M · 415 accts · $588K emplr
2023$29.0M · 444 accts · $498K emplr
2022$19.7M · 311 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,407
Investment management$42,792
Audit (IQPA)$22,462
Total administrative$109,661
The Depaul Realty Company 401(k) match · 2024
Employer contribution per active participant$1,593
Median for plans this size$2,416
2024$1,593 per active participant
2023$902 per active participant
2022$825 per active participant

Depaul Realty Company'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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$44,407
CBIZ INVESTMENT ADVISORY SERVICE · Investment advisory (plan)$42,792
WIPFLI LLP · Accounting / audit$22,462

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$109,661 · 0.36%
2023$105,205 · 0.43%
2022$85,984 · 0.39%
Similar plansMining, Oil & Gas Extraction · Pennsylvania
Alvin H. Butz, Inc. PA$54.2M · 0.47%
Wilson Creek Energy, LLC PA$32.6M · 0.44%
Reading Anthracite Company PA$20.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231668411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.