Plan Ledger DOL Form 5500 · updated monthly

Gerard Daniel Worldwide401(k)

GERARD DANIEL WORLDWIDE, INC. 401(K) PROFIT SHARING PLAN AND TRUST · HANOVER, PA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Gerard Daniel Worldwide reported $44,248 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,706 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 0.55% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,270th of 3,651), and 2,889th of 4,246 in wholesale trade. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 233 to 269 since 2022.

Plan summary
Net assets, end of year$10,195,916
Participants with balances187
Active participants269
Employer contributions$458,840
Employee contributions$861,215
Employer contribution per active participant$1,706
Average account balance$54,524
Benefits paid to participants$777,470
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 187 accts · $459K emplr
2023$8.4M · 161 accts · $375K emplr
2022$6.9M · 171 accts · $345K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,484
Investment management$17,764
Total administrative$44,248
The Gerard Daniel Worldwide 401(k) match · 2024
Employer contribution per active participant$1,706
Median for plans this size$1,313
2024$1,706 per active participant
2023$1,729 per active participant
2022$1,479 per active participant

Gerard Daniel Worldwide'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
ADP, INC. · Loan processing · Recordkeeping$26,483
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$17,764
ADP BROKER-DEALERindirect comp

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, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$44,248 · 0.48%
2023$41,426 · 0.54%
2022$40,221 · 0.55%
Same employer
Similar plansWholesale Trade · Pennsylvania
Wallace Supply, LLC PA$10.2M · 0.53%
Deerfield Agency LLC PA$10.2M · 0.50%
Penn Veterinary Supply PA$10.2M · 0.03%
Toyotalift Northeast, LLC PA$10.2M · 0.23%
Agriteer LLC PA$9.9M · 0.05%
Tura, Inc. PA$9.9M · 0.48%
Timac Agro USA, Inc. PA$9.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133384854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.