Retirement plan

DLC RESOURCES 401(K) PLAN

Name: DLC RESOURCES, INC. - DLC RESOURCES 401(K) PLAN (2025) Form 5500
Creator: DLC RESOURCES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DLC RESOURCES 401(K) PLAN, DLC RESOURCES, INC.

DLC RESOURCES, INC.EIN 86-0639544Plan #002PY 2025

3229 W MOHAVE ST - PHOENIX, AZ 850096208602-455-5021dlcresources.comLinkedIn201-500 employeesenvironmental services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.8M

+42.8% from 2024

Total participants

361

+19.5% from 2024

Average account balance

$26,310

+10.2% from 2024

Annual return

17.34%

+4.26 pp from 2024

Benchmarks

See 352 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort352 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

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.

19.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$331K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$923

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

+17.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$279

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

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$20K

$54 / participant

Other / not subdivided$20K100.0%

% of EOY assets

1.060%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,310

$105,248-75.0%

$147,318-82.1%

$71,012-63.0%

Participation rate

18.9%

66.1%-47.2pp

82.1%-63.1pp

58.6%-39.6pp

Annual return

17.34%

26.02%-8.7pp

70.43%-53.1pp

37.67%-20.3pp

Employer contribution / active EE

$3,785-100.0%

$4,593-100.0%

$2,348-100.0%

Participant deferral / active EE

$923

$6,452-85.7%

$7,906-88.3%

$3,246-71.6%

Admin fee / account holder

$279

$862-67.7%

$13,708-98.0%

$1,167-76.1%

DLC RESOURCES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DLC RESOURCES 401(K) 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