Retirement plan

DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Name: DEMPSEY UNIFORM AND LINEN SUPPLY, INC - DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: DEMPSEY UNIFORM AND LINEN SUPPLY, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN, DEMPSEY UNIFORM AND LINEN SUPPLY, INC

DEMPSEY UNIFORM AND LINEN SUPPLY, INCEIN 23-1663147Plan #001PY 2025

1200 MID VALLEY DRIVE - JESSUP, PA 18434570-307-2300LinkedIn201-500 employeesretail

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed January 8, 2024

Plan administrator

Plan administrator name- on Solo, $4.99 for your first month

1200 Mid Valley Drive

Jessup, PA 18434

Email- on Solo, $4.99 for your first month Phone- on Solo, $4.99 for your first month

Plans declared (1)

Dempsey Uniform & Linen Supply, Inc. Supplemental Executive Retirement Plan4 emp

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How to read this page

Total assets (EOY)

$33M

+16.2% from 2024

Total participants

440

-3.3% from 2024

Average account balance

$81,188

+19.1% from 2024

Annual return

15.97%

+4.72 pp from 2024

Benchmarks

See 444 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort444 peers

Snapshot2025

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Analytics

Total assets (EOY)

Plan-year ending balance

$33.04M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

407

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$368

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY9 years Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115	Recordkeeping	$69,820
CORNERSTONE ADVISORS ASSET MGMT6 years Filed as: CORNERSTONE ADV ASSET MGMT, LLC Service code 27 · EIN 75-3204798	Advisory (Plan)	$60,713
ALLIANCE PENSION CONSULTANTS, LLC3 years Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 17 · EIN 23-3044062	Pension Consulting	$15,179

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$150K

$431 / participant

Recordkeeping$70K46.6%
Trustee / custodial$640.0%
Investment mgmt$61K40.5%
Valuation$4K2.7%
Contract admin$15K10.1%

% of EOY assets

0.453%

all-in expense ratio

Categories reported

5 / 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: THE GATTUSO GROUP, INC
Auditor EIN: 203907569
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,188

$61,058+33.0%

$71,209+14.0%

$85,563-5.1%

Participation rate

90.5%

58.6%+32.0pp

73.8%+16.8pp

66.0%+24.6pp

Annual return

15.97%

100.41%-84.4pp

282.51%-266.5pp

31.51%-15.5pp

Employer contribution / active EE

$1,878

$2,199-14.6%

$2,721-31.0%

$2,654-29.2%

Participant deferral / active EE

$3,391

$3,173+6.9%

$4,175-18.8%

$4,375-22.5%

Admin fee / account holder

$368

$855-56.9%

$5,349-93.1%

$834-55.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY9 years

Filed as: JOHN HANCOCK TRUST COMPANY LLC

Service code 15 · EIN 80-0709115

Recordkeeping

$69,820

CORNERSTONE ADVISORS ASSET MGMT6 years

Filed as: CORNERSTONE ADV ASSET MGMT, LLC

Service code 27 · EIN 75-3204798

Advisory (Plan)

$60,713

ALLIANCE PENSION CONSULTANTS, LLC3 years

Filed as: THE PARAGON ALLIANCE GROUP LLC

Service code 17 · EIN 23-3044062

Pension Consulting

$15,179

DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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