Plan Ledger DOL Form 5500 · updated monthly

Dietz & Watson, Inc.401(k)

DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Dietz & Watson, Inc. reported $164,377 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,541 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 0.44% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 894th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,488th of 13,661 in manufacturing. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 517 to 610 since 2022.

Plan summary
Net assets, end of year$43,167,743
Participants with balances721
Active participants610
Employer contributions$1,550,002
Employee contributions$2,029,479
Employer contribution per active participant$2,541
Average account balance$59,872
Benefits paid to participants$2,775,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.2M · 721 accts · $1.6M emplr
2023$37.2M · 694 accts · $1.4M emplr
2022$30.4M · 672 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,093
Investment management$53,284
Total administrative$164,377
The Dietz & Watson, Inc. 401(k) match · 2024
Employer contribution per active participant$2,541
Median for plans this size$2,416
2024$2,541 per active participant
2023$2,687 per active participant
2022$2,593 per active participant

Dietz & Watson, 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 · 20243
WELLS FARGO ADVISORS FIN NETWORK LL · Investment advisory (plan)$29,998
EMPOWER ADVISORY GROUP, LLC · Investment management$23,286

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

Administrative cost history3
2024$164,377 · 0.41%
2023$143,966 · 0.43%
2022$145,952 · 0.44%
All plans at this employer3
DIETZ & WATSON, INC. DEFERRED SALARY SAVINGS PLAN401(k)
DIETZ & WATSON, INC. LOCAL 152 401(K) SAVINGS PLAN401(k)
DW LOGISTICS LOCAL 152 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Superpac, Inc. PA$44.1M · 0.07%
Resco Products, Inc. PA$43.5M · 0.21%
Highland Tank, LLC PA$42.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230526135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.