Plan Ledger DOL Form 5500 · updated monthly

Dicalite Management Group, Inc.401(k)

DICALITE MANAGEMENT GROUP, INC. TAX SHELTERED SAVINGS PLAN · WEST CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
1.22%

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

Dicalite Management Group, Inc. reported $118,467 in plan administrative expenses for 2024: 1.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,695 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 0.93% to 1.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,208th of 3,651), and 8,409th of 13,661 in manufacturing. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,889,143
Participants with balances295
Active participants293
Employer contributions$496,566
Employee contributions$1,083,827
Employer contribution per active participant$1,695
Average account balance$36,912
Benefits paid to participants$623,599
Plan auditUnmodified (clean) audit opinion
AuditorMORISON COGEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 295 accts · $497K emplr
2023$8.6M · 303 accts · $415K emplr
2022$6.5M · 288 accts · $376K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,857
Trustee / custodial$78,610
Total administrative$118,467
The Dicalite Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,695
Median for plans this size$1,313
2024$1,695 per active participant
2023$1,499 per active participant
2022$1,342 per active participant

Dicalite Management Group, Inc.'s 2024 employer contribution ran above the $1,313 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
MMA SECURITIES, LLC · Recordkeeping · Pension consulting$65,310
ADP, INC. · Loan processing · Recordkeeping$39,858
MORISON COGEN LLP · Recordkeeping · Pension consulting$13,300

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

Recordkeeper by year2
2024ADP, MMA SECURITIES, LLC, MORISON COGEN LLP
2023ADP, MMA SECURITIES, LLC, MORISON COGEN LLP

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

Administrative cost history3
2024$118,467 · 1.22%
2023$85,932 · 1.14%
2022$64,787 · 0.93%
Same employer
Similar plansManufacturing · Pennsylvania
The Exone Company PA$11.1M · 0.31%
Yazoo Mills, Inc. PA$11.1M · 0.49%
Distributor Service, Inc. PA$11.1M · 0.65%
Wendell H. Stone Co., Inc. PA$11.0M · 0.49%
Trion Industries, Inc PA$10.9M · 0.49%
Delgrosso Foods, Inc. PA$10.8M · 0.47%
Maple Donuts, Inc. PA$10.6M · 0.50%
Macinnis Group, LLC PA$10.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800423777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.