D & H Corporate Group retirement plan: assets, participants and fees
What D & H Corporate Group's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Morganstanley Smithbarney | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| D & H Corporate Group: employer contribution per participant | $6,604 | |
| Peer median | $2,066 |
| D & H Corporate Group: average balance | $146,572 | |
| Peer median | $77,876 |
| D & H Corporate Group: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $184M at the end of plan year 2022 to $239M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,631 | $239M | $10.8M | $6,604 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,627 | $289M | $5M | $3,073 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 1,607 | $184M | $5M | $3,111 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does D & H Corporate Group match 401(k) contributions?
The match terms for the D & H Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $10.8M in employer contributions, about $6,604 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the D & H Corporate Group 401(k) match vested?
The vesting schedule for the D & H Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the D & H Corporate Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morganstanley Smithbarney. The plan administrator is D & H Corporate Group Inc..
I left D & H Corporate Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (D & H Corporate Group Inc., (717) 236-8001) or the recordkeeper, Morganstanley Smithbarney. The D & H Corporate Group old 401(k) page lists the contacts from every plan filing. Find an old D & H Corporate Group 401(k)
Data from the public Form 5500 annual reports D & H Corporate Group filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with D & H Corporate Group. Not financial advice. Report a correction · Methodology