Plan Ledger DOL Form 5500 · updated monthly

George E. Delallo Co., Inc.401(k)

GEORGE E. DELALLO CO., INC. SALARY-REDUCTION AND PROFIT-SHARING PLAN · MT. PLEASANT, PA · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

George E. Delallo Co., Inc. reported $132,764 in plan administrative expenses for 2025: 0.59% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,389 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 3 years on file its reported administrative ratio rose from 0.54% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,425th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,698th of 4,246 in wholesale trade. In 2025, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,772,745
Participants with balances217
Active participants316
Employer contributions$438,910
Employee contributions$1,274,007
Employer contribution per active participant$1,389
Average account balance$104,944
Benefits paid to participants$3,200,461
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN YANAK & FORD LLP
Plan history4
Yearassets · accounts · employer contribution
2025$22.8M · 217 accts · $439K emplr
2024$22.1M · 223 accts · $426K emplr
2023$20.7M · 217 accts · $440K emplr
2022$18.1M · 218 accts · $391K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$79,164
Investment management$53,600
Total administrative$132,764
The George E. Delallo Co., Inc. 401(k) match · 2025
Employer contribution per active participant$1,389
Median for plans this size$2,666
2025$1,389 per active participant
2024$1,313 per active participant
2023$1,485 per active participant
2022$1,316 per active participant

George E. Delallo Co., Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$53,600

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left George E. Delallo Co., Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$132,764 · 0.59%
2024$131,715 · 0.62%
2023$118,943 · 0.61%
2022$103,943 · 0.54%
Same employer
Similar plansWholesale Trade · Pennsylvania
J&L Building Materials Inc. PA$25.6M · 0.35%
Stephenson Equipment, Inc. PA$24.1M · 0.07%
Curry Supply Company, Inc. PA$23.9M · 0.02%
Penn Jersey Paper Company PA$22.3M · 0.30%
Gt&E, LLC PA$21.5M · 0.09%
Moyer & Son, Inc. PA$21.0M · 0.20%
Karndean International LLC PA$20.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251127339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.