Plan Ledger DOL Form 5500 · updated monthly

Strategic Delivery Solutions, LLC401(k)

STRATEGIC DELIVERY SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN · CLARK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Strategic Delivery Solutions, LLC reported $35,984 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $745 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 has held roughly steady near 0.847%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New Jersey (1,893rd of 2,419), and 1,677th of 2,677 in transportation & warehousing. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 185 to 262 since 2022.

Plan summary
Net assets, end of year$4,803,297
Participants with balances245
Active participants262
Employer contributions$195,285
Employee contributions$454,288
Employer contribution per active participant$745
Average account balance$19,605
Benefits paid to participants$131,651
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE & MORAN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 245 accts · $195K emplr
2023$3.7M · 233 accts · $139K emplr
2022$2.8M · 185 accts · $109K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$35,984
Total administrative$35,984
The Strategic Delivery Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$745
Median for plans this size$1,313
2024$745 per active participant
2023$595 per active participant
2022$591 per active participant

Strategic Delivery Solutions, LLC's 2024 employer contribution ran below 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.

Administrative cost history3
2024$35,984 · 0.85%
2023$30,037 · 0.92%
2022$25,868 · 0.85%
Similar plansTransportation & Warehousing · New Jersey
Worldwide Logistics Inc NJ$4.9M · 0.53%
A-1 Limousine, Inc. NJ$4.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320283085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.