Plan Ledger DOL Form 5500 · updated monthly

D & W Fine Pack LLC401(k)

D & W FINE PACK LLC 401K PLAN · WOOD DALE, IL · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

D & W Fine Pack LLC reported $204,104 in plan administrative expenses for 2024: 0.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,263 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 0.45% to 0.40%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 871st-largest of 3,702 plans among Illinois employers on file, and the 3,017th of 13,661 in manufacturing. In 2024, employees put in $3.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,106,549
Participants with balances1,372
Active participants930
Employer contributions$1,175,053
Employee contributions$4,331,062
Employer contribution per active participant$1,263
Average account balance$38,707
Benefits paid to participants$7,012,837
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS INC
Plan history3
Yearassets · accounts · employer contribution
2024$53.1M · 1,372 accts · $1.2M emplr
2023$48.1M · 1,556 accts · $1.3M emplr
2022$41.2M · 1,582 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,573
Investment management$55,531
Total administrative$204,104
The D & W Fine Pack LLC 401(k) match · 2024
Employer contribution per active participant$1,263
Median for plans this size$3,635
2024$1,263 per active participant
2023$1,354 per active participant
2022$1,212 per active participant

D & W Fine Pack LLC's 2024 employer contribution ran below the $3,635 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.

Service providers · 20244
ADP, INC. · Loan processing · Recordkeeping$148,573
KESTRA ADVISORY SERVICES · Recordkeeping · Pension consulting$45,031
CASSELL PLAN AUDITS, INC · Recordkeeping · Pension consulting$8,500
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, CASSELL PLAN AUDITS, INC, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

This plan has changed recordkeepers within these filings. If you left D & W Fine Pack LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$204,104 · 0.40%
2023$197,883 · 0.44%
2022$199,650 · 0.45%
Same employer
Similar plansManufacturing · Illinois
Welch Bros., Inc. IL$55.5M · 0.00%
Gold Eagle Co. IL$55.2M · 0.24%
Crest Foods Co., Inc. IL$53.9M · 0.01%
Heidenhain Corporation IL$53.1M · 0.20%
Fairlife, LLC IL$53.0M · 0.08%
Summus Group LLC IL$52.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264627550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.