D. L. George & Sons Construction 401(k) match, vesting and fees

Plan year 2025 filingD. L. George & Sons 401(k) Plan · Plan 002 · EIN 25-1373199Updated Oct 2026

What D. L. George & Sons Construction's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $254K in employer contributions, about $1,068 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$38,027
Average account balance
282
Participants (end of year)
$9.1M
Plan assets (end of year)
0.52%
Admin expenses ÷ assets

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.

RecordkeeperAlerus FinancialSchedule C ↗
Independent auditorBoyer & Ritter (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.

D. L. George & Sons Construction: employer contribution per participant$1,068
Peer median$2,501
D. L. George & Sons Construction: average balance$38,027
Peer median$71,471
D. L. George & Sons Construction: admin expenses ÷ assets0.52%
Peer median0.39%

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 $8.2M at the end of plan year 2021 to $9.1M at the end of plan year 2025.

$8.2M2021$6.7M2022$7.6M2023$8.5M2024$9.1M2025
End-of-year figures from each plan year's Form 5500 filing for the D. L. George & Sons Construction plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025282$9.1M$254K$1,0680.52%Not publishedForm 5500 ↗
2024298$8.5M$309K$1,2040.52%Not publishedForm 5500 ↗
2023293$7.6M$408K$1,5950.53%Not publishedForm 5500 ↗
2022314$6.7M$401K$1,4510.52%Not publishedForm 5500 ↗
2021284$8.2M$380K$1,4410.50%Not publishedForm 5500 ↗

Other D. L. George & Sons Construction plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

D. L. George and Sons Construction Company Defined Benefit Pension Plan

Plan 001 · EIN 25-1373199 · plan year 2023 filing · terminated
—
Average account balance
0
Participants (end of year)
$0
Plan assets (end of year)
5.78%
Admin expenses ÷ assets

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.

Independent auditorBoyer & Ritter (unmodified opinion)Schedule H ↗
Plan type and statusPension (defined benefit) · Terminated (final filing)Form 5500 ↗

Common questions

Does D. L. George & Sons Construction match 401(k) contributions?

The match terms for the D. L. George & Sons 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $254K in employer contributions, about $1,068 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the D. L. George & Sons Construction 401(k) match vested?

The vesting schedule for the D. L. George & Sons 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the D. L. George & Sons Construction 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Alerus Financial. The plan administrator is D. L. George & Sons Construction Company.

I left D. L. George & Sons Construction. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (D. L. George & Sons Construction Company, (717) 765-4700) or the recordkeeper, Alerus Financial. The D. L. George & Sons Construction old 401(k) page lists the contacts from every plan filing. Find an old D. L. George & Sons Construction 401(k)

Data from the public Form 5500 annual reports D. L. George & Sons Construction filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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. L. George & Sons Construction. Not financial advice. Report a correction · Methodology