Plan Ledger DOL Form 5500 · updated monthly

The Delong Co Inc401(k)

THE DELONG CO INC 401(K) PROFIT SHARING PLAN AND TRUST · CLINTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

The Delong Co Inc reported $82,058 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,706 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 5 years on file its reported administrative ratio rose from 0.23% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 770th-largest of 1,936 plans among Wisconsin employers on file, and the 1,676th of 4,246 in wholesale trade. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 344 to 399 since 2019.

Plan summary
Net assets, end of year$23,240,450
Participants with balances363
Active participants399
Employer contributions$1,079,695
Employee contributions$1,522,178
Employer contribution per active participant$2,706
Average account balance$64,023
Benefits paid to participants$1,321,200
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$23.2M · 363 accts · $1.1M emplr
2023$19.4M · 265 accts · $983K emplr
2022$14.6M · 271 accts · $715K emplr
2019$12.1M · 250 accts · $178K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,358
Investment management$23,700
Total administrative$82,058
The The Delong Co Inc 401(k) match · 2024
Employer contribution per active participant$2,706
Median for plans this size$2,416
2024$2,706 per active participant
2023$2,622 per active participant
2022$2,024 per active participant
2019$518 per active participant

The Delong Co 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$58,358
BAKER TILLY US, LLP · Investment advisory (plan)$23,700
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history4
2024$82,058 · 0.39%
2023$74,045 · 0.44%
2022$70,563 · 0.43%
2019$26,118 · 0.23%
Same employer
Similar plansWholesale Trade · Wisconsin
Brooks, Inc. WI$24.7M · 0.12%
Ver Halen, Inc. WI$23.5M · 0.43%
Premier Cooperative WI$23.1M · 0.38%
Fairchild Equipment, Inc. WI$22.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391101457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.