Plan Ledger DOL Form 5500 · updated monthly

D & M Tool Corporation401(k)

D & M TOOL CORPORATION 401(K) PROFIT SHARING PLAN · SPRINGVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

D & M Tool Corporation reported $35,355 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $845 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 rose from 0.35% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (951st of 1,562), and 9,346th of 13,661 in manufacturing. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,720,306
Participants with balances130
Active participants158
Employer contributions$133,451
Employee contributions$355,815
Employer contribution per active participant$845
Average account balance$67,079
Benefits paid to participants$1,288,408
Plan auditUnmodified (clean) audit opinion
AuditorDEMING MALONE LIVESAY OSTROFF
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 130 accts · $133K emplr
2023$8.7M · 125 accts · $126K emplr
2022$7.5M · 119 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,380
Investment management$12,500
Trustee / custodial$6,652
Total administrative$35,355
The D & M Tool Corporation 401(k) match · 2024
Employer contribution per active participant$845
Median for plans this size$1,313
2024$845 per active participant
2023$784 per active participant
2022$746 per active participant

D & M Tool Corporation's 2024 employer contribution ran below the $1,313 median for plans its size. 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.

Service providers · 20243
PCS RETIREMENT, LLC · Recordkeeping$9,032
CAMBRIDGE INVESTMENT RESEARCH, INC. · Investment advisory (plan)$12,500
CREATIVE BENEFIT STRATEGIES · Pension consulting$11,485

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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Administrative cost history3
2024$35,355 · 0.41%
2023$30,581 · 0.38%
2022$28,243 · 0.35%
Similar plansManufacturing · Indiana
Georg Utz IN$9.1M · 0.26%
Nanshan America Aat, LLC IN$9.1M · 0.14%
Exo-S US, LLC IN$9.0M · 0.35%
Techniks Holding, LLC IN$8.9M · 0.39%
Global Plastics, Inc. IN$8.6M · 0.56%
Sullivan-Palatek, Inc. IN$8.4M · 0.35%
Girtz Industries Inc IN$8.4M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351383740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.