Retirement plan

DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN

Name: DELTA GALIL USA, INC. - DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN (2024) Form 5500
Creator: DELTA GALIL USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN, DELTA GALIL USA, INC.

DELTA GALIL USA, INC.EIN 13-3272568Plan #004PY 2024

1 HARMON PLAZA, 5TH FLOOR - SECAUCUS, NJ 07094201-902-0055deltagasinc.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$2.2M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$64.4M

+18.7% from 2023

Total participants

1,798

-2.8% from 2023

Average account balance

$41,845

+34.3% from 2023

Annual return

15.42%

-4.22 pp from 2023

Benchmarks

See 334 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort334 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$64.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,539

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

79.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$167

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 37 · EIN 04-2647786	Loan Processing	$140,842
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829	Advisory (Participants)	$114,151

Plan features & details

Pension benefit codes2F2E2G2J2K3H2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$257K

$202 / participant

Recordkeeping$141K54.8%
Investment mgmt$116K45.2%

% of EOY assets

0.399%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,845

$2,679,533-98.4%

$164,813-74.6%

$199,593-79.0%

Participation rate

79.6%

78.3%+1.3pp

78.6%+1.0pp

72.0%+7.6pp

Annual return

15.42%

17.93%-2.5pp

69.93%-54.5pp

34.25%-18.8pp

Employer contribution / active EE

$1,670

$2,970-43.8%

$4,341-61.5%

$3,034-45.0%

Participant deferral / active EE

$4,433

$5,010-11.5%

$6,031-26.5%

$5,087-12.9%

Admin fee / account holder

$167

$1,982-91.6%

$12,690-98.7%

$269-37.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 37 · EIN 04-2647786

Loan Processing

$140,842

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGANSTANLEYSMITHBARNEYLLC

Service code 26 · EIN 20-8764829

Advisory (Participants)

$114,151

DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELTA EMPLOYEES 401(K) PROFIT SHARING PLAN AND SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion