Plan Ledger DOL Form 5500 · updated monthly

D & M Holdings Inc401(k)

D & M HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST · LA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
2.17%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

D & M Holdings Inc reported $4,946 in plan administrative expenses for 2024: 2.17% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 2.79% to 2.17%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (9,203rd of 9,483), and 5,116th of 5,215 in retail trade. active participation has grown from 100 to 125 since 2022.

Plan summary
Net assets, end of year$273,933
Participants with balances218
Active participants125
Employer contributions$0
Employee contributions$83,849
Employer contribution per active participant$0
Average account balance$1,257
Benefits paid to participants$9,380
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA AND ASSOCIATES,PC
Plan history3
Yearassets · accounts · employer contribution
2024$274K · 218 accts
2023$182K · 177 accts
2022$104K · 127 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,851
Investment management$1,235
Trustee / custodial$860
Total administrative$4,946
The D & M Holdings Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

D & M Holdings Inc's 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$4,946 · 2.17%
2023$3,413 · 2.39%
2022$2,151 · 2.79%
Similar plansRetail Trade · California
Young La CA$517K · 0.40%
Bear Flag Fish Co. CA$503K · 0.61%
Choura Events CA$368K · 1.08%
Ihealth Labs, Inc. CA$260K · 0.13%
Gawfco Enterprises Inc CA$236K · 0.06%
Ars Fresno LLC CA$228K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330879484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.