Plan Ledger DOL Form 5500 · updated monthly

Tdc Opco, LLC dba the Delta Companies401(k)

THE DELTA COMPANIES 401K PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.65%

Tdc Opco, LLC dba the Delta Companies reported $70,070 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. 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 1.50% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (2,847th of 5,688), and the 5,251st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$11,634,767
Participants with balances549
Active participants286
Employer contributions—
Employee contributions$1,095,479
Employer contribution per active participant—
Average account balance$21,193
Benefits paid to participants$937,265
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 549 accts
2023$9.8M · 468 accts
2022$7.9M · 402 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,945
Investment management$11,125
Total administrative$70,070
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 · 20244
INWEST RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$18,014
NATIONWIDE · Custodial (securities) · Trustee$38,706
IRON FIDUCIARY$11,125
KESTRA INVESTMENT SERVICESindirect 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
2024INWEST RETIREMENT SOLUTIONS
2023INWEST RETIREMENT SOLUTIONS

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

Administrative cost history3
2024$70,070 · 0.65%
2023$108,860 · 1.23%
2022$136,447 · 1.50%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Star of Hope Mission, Inc. TX$12.0M · 0.39%
Tei & Associates, L.L.C. TX$11.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364717860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.