Employers › Dicalite Management Group
Recordkeeping fees per participant · Dicalite Management Group, Inc. Tax Sheltered Savings Plan · plan year 2024
$135.11
Higher than 73% of the 14,075 plans $10 to 50M that report it.
= $39,857 / 295
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015055522NAL0005483312001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015055522NAL0005483312001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$401.58
Higher than 93% of the 24,371 plans $10 to 50M that report it.
= $118,467 / 295
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015055522NAL0005483312001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015055522NAL0005483312001, received 2025-10-15
Administrative expenses per participant
$401.58
Higher than 85% of the 25,098 plans $10 to 50M that report it.
= $118,467 / 295
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015055522NAL0005483312001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015055522NAL0005483312001, received 2025-10-15
Administrative expenses as a share of assets
1.088%
Higher than 99% of the 25,132 plans $10 to 50M that report it.
= $118,467 / $10,889,143
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015055522NAL0005483312001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015055522NAL0005483312001, received 2025-10-15
Employer contributions per participant
$1,683
Higher than 38% of the 24,050 plans $10 to 50M that report it.
= $496,566 / 295
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015055522NAL0005483312001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015055522NAL0005483312001, received 2025-10-15
Employer share of total contributions
27.4%
Higher than 48% of the 24,084 plans $10 to 50M that report it.
= $496,566 / $1,810,605
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015055522NAL0005483312001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015055522NAL0005483312001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015055522NAL0005483312001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DICALITE MANAGEMENT GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Plan name | DICALITE MANAGEMENT GROUP, INC. TAX SHELTERED SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Sponsor EIN / plan number | 80-0423777 / 014 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Sponsor location | WEST CONSHOHOCKEN, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Industry (business code) | 327900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Participants, beginning of year | 421 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Active participants | 293 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Participants, end of year | 404 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Participants with an account balance | 295 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Total assets, beginning of year | $8,609,862 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Total assets, end of year | $10,889,143 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Net assets, end of year | $10,889,143 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Total income | $3,025,348 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Net income | $2,279,281 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Employer contributions | $496,566 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Participant contributions | $1,083,827 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $230,212 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Total contributions | $1,810,605 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Benefit payments | $623,599 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $746,067 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Total administrative expenses | $118,467 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Recordkeeping fees | $39,857 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Administrative expenses excluding investment management | $118,467 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Held in common/collective trusts | $170,675 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Held in mutual funds | $10,374,102 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015055522NAL0005483312001, received 2025-10-15 |
| Independent auditor | MORISON COGEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015055522NAL0005483312001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015055522NAL0005483312001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MMA SECURITIES, LLCrecordkeeper | INVESTMENT/FINANCIAL ADVI | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees; 21 Trustee (bank, trust company or similar); 49 Other services; 99 Other fees | $65,310 | no |
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $39,858 | yes |
| MORISON COGEN LLPrecordkeeper | ACCOUNTANT | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees | $13,300 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015055522NAL0005483312001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $8,609,862 | $10,889,143 | 26.5% |
| Participants with a balance | 303 | 295 | -2.6% |
| Administrative expenses | $85,932 | $118,467 | 37.9% |
| Recordkeeping fees per participant | $121.09 | $135.11 | 11.6% |
| Employer contributions | $415,316 | $496,566 | 19.6% |
Prior filing 20241015162321NAL0048884816001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: DICALITE MANAGEMENT GROUP, INC.; SEC registrant: Dicalite Management Group, Inc. (CIK 1815427, matched by EIN).