Retirement plan

DELAWARE ELEVATOR, INC. RETIREMENT PLAN

Name: DELAWARE ELEVATOR, INC. - DELAWARE ELEVATOR, INC. RETIREMENT PLAN (2025) Form 5500
Creator: DELAWARE ELEVATOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELAWARE ELEVATOR, INC. RETIREMENT PLAN, DELAWARE ELEVATOR, INC.

DELAWARE ELEVATOR, INC.EIN 52-1193017Plan #002PY 2025

2210 ALLEN DRIVE - SALISBURY, MD 218018059410-749-3489delawareelevator.comLinkedIn201-500 employeesfacilities services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$37M

+16.4% from 2024

Total participants

626

+14.4% from 2024

Average account balance

$78,636

+7.5% from 2024

Annual return

13.40%

-12.23 pp from 2024

Benchmarks

See 427 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort427 peers

Snapshot2025

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Analytics

Total assets (EOY)

Plan-year ending balance

$37.04M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

471

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.

65.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.14M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$430

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 7 by compensation

Provider	Service type	Compensation
ARKADIOS CAPITAL3 years Service code 27 · EIN 82-1659517	Advisory (Plan)	$56,627
SMITH ELLIOTT KEARNS & COMPANY LLC1 year Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 99 · EIN 52-0783935 19405 EMERALD SQUARE · HAGERSTOWN, MD 21742	Other Fees	$45,000
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27	Advisory (Plan)	$34,351
THE VANGUARD GROUP, INC.10+ years Service code 37 · EIN 23-1945930	Loan Processing	$33,751
ASSOCIATED BENEFIT PLANNERS, LTD.6 years Service code 37 · EIN 23-2250214 215 W. CHURCH ROAD, STE. 200 · KING OF PRUSSIA, PA 19406	Loan Processing	$28,402
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 · EIN 35-1151034	Advisory (Plan)	$4,400
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$203K

$454 / participant

Recordkeeping$21K10.5%
Investment mgmt$95K47.1%
Other / not subdivided$86K42.4%

% of EOY assets

0.547%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SMITH, ELLIOTT, KEARNS & COMPANY
Auditor EIN: 520783935
Audit fees: $45,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,636

$92,224-14.7%

$105,223-25.3%

$79,634-1.3%

Participation rate

65.2%

69.2%-3.9pp

75.0%-9.8pp

62.5%+2.8pp

Annual return

13.40%

88.65%-75.2pp

180.65%-167.3pp

36.46%-23.1pp

Employer contribution / active EE

$2,256

$3,965-43.1%

$3,689-38.8%

$2,529-10.8%

Participant deferral / active EE

$4,790

$3,834+24.9%

$5,072-5.6%

$3,835+24.9%

Admin fee / account holder

$430

$1,121-61.6%

$8,859-95.1%

$1,002-57.1%

Provider

Service type

Compensation

ARKADIOS CAPITAL3 years

Service code 27 · EIN 82-1659517

Advisory (Plan)

$56,627

SMITH ELLIOTT KEARNS & COMPANY LLC1 year

Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC

Service code 99 · EIN 52-0783935

19405 EMERALD SQUARE · HAGERSTOWN, MD 21742

Other Fees

$45,000

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL RPCP

Service code 27

Advisory (Plan)

$34,351

THE VANGUARD GROUP, INC.10+ years

Service code 37 · EIN 23-1945930

Loan Processing

$33,751

ASSOCIATED BENEFIT PLANNERS, LTD.6 years

Service code 37 · EIN 23-2250214

215 W. CHURCH ROAD, STE. 200 · KING OF PRUSSIA, PA 19406

Loan Processing

$28,402

LINCOLN NATIONAL CORPORATION10+ years

Filed as: LINCOLN FINANCIAL ADVISORS

Service code 27 · EIN 35-1151034

Advisory (Plan)

$4,400

ASCENSUS LLC1 year

Filed as: ASCENSUS

Service code 99

Other Fees

DELAWARE ELEVATOR, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELAWARE ELEVATOR, INC. RETIREMENT 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