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Original filing (PDF)20251014084720NAL0003410512001
DELCO APPAREL LLC
Form 5500
FILING_RECEIVED
DELCO APPAREL LLC 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
150
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELCO APPAREL LLC.
Plan sponsor
Name
DELCO APPAREL LLC
EIN
77-0684500
Address
1 CAPE MAY STREET · HARRISON, NJ · 07029
Phone
(862) 902-5220
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS | 11-3271022 | PLAINVIEW, NY | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
Investments
26 direct securities· $14.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Bond Fund of America R6 Fund Mutual fund | — | — | — | $2.0M | 14.2% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.8M | 12.5% | |
| Principal Guaranteed Option Guaranteed investment contract | — | — | — | $1.5M | 10.7% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $1.2M | 8.6% | |
| Fidelity Small Cap Index Fund Mutual fund 843 Fidelity Stock Selector Small Cap Fund Mutual fund | — | — | — | $1.2M | 8.5% | |
| American Funds Inflation Linked Bond R6 Fund Mutual fund | — | — | — | $1.0M | 7.4% | |
| Fidelity Large Cap Value Index Fund Mutual fund 125 Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $799K | 5.7% | |
| T Rowe Price Blue Chip Growth Fund Inc Mutual fund | — | — | — | $722K | 5.1% | |
| American Funds Lord Abbett Short Duration Income Fund Mutual fund 596 American Mutual Fund Mutual fund | — | — | — | $538K | 3.8% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund Mutual fund | — | — | — | $522K | 3.7% | |
| Cohen & Steers Institutional Realty Shares Inc Mutual fund | — | — | — | $408K | 2.9% | |
| Fidelity US Bond Index Mutual fund 356 PGIM High Yield R6 Fund Mutual fund | — | — | — | $399K | 2.8% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund Mutual fund | — | — | — | $296K | 2.1% | |
| various dates, secured by * Participant loans participants' vested account balances | — | — | — | $259K | 1.8% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund Mutual fund | — | — | — | $253K | 1.8% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund Mutual fund | — | — | — | $192K | 1.4% | |
| American Century Emerging Markets Fund Mutual fund | — | — | — | $156K | 1.1% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund Mutual fund | — | — | — | $155K | 1.1% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund Mutual fund | — | — | — | $154K | 1.1% | |
| Fidelity Freedom Index 2020 Institutional Premium Fund Mutual fund | — | — | — | $149K | 1.1% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund Mutual fund | — | — | — | $116K | 0.8% | |
| Fidelity Freedom Index 2055 Institutional Premium Fund Mutual fund | — | — | — | $87K | 0.6% | |
| Fidelity Emerging Markets Index Fund Mutual fund 288 Fidelity Freedom Index 2010 Institutional Premium Fund Mutual fund | — | — | — | $71K | 0.5% | |
| Fidelity Freedom Index 2015 Institutional Premium Fund Mutual fund | — | — | — | $60K | 0.4% | |
| Fidelity Large Cap Growth Index Fund Mutual fund | — | — | — | $26K | 0.2% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund Mutual fund | — | — | — | $19K | 0.1% |
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