Plan Ledger DOL Form 5500 · updated monthly

D. C. Taylor Co.401(k)

D. C. TAYLOR CO. SAVINGS PLAN · CEDAR RAPIDS, IA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

D. C. Taylor Co. reported $22,220 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $961 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 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Iowa (533rd of 878), and 2,739th of 5,337 in construction. In 2024, employees put in $7.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,513,279
Participants with balances126
Active participants101
Employer contributions$97,074
Employee contributions$727,045
Employer contribution per active participant$961
Average account balance$99,312
Benefits paid to participants$529,342
Plan auditDisclaimer of opinion
AuditorTHE VANDERBLOEMEN GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 126 accts · $97K emplr
2023$10.8M · 121 accts · $87K emplr
2022$9.4M · 131 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,220
Total administrative$22,220
The D. C. Taylor Co. 401(k) match · 2024
Employer contribution per active participant$961
Median for plans this size$2,416
2024$961 per active participant
2023$923 per active participant
2022$908 per active participant

D. C. Taylor Co.'s 2024 employer contribution ran below the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$22,219
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$22,220 · 0.19%
2023$19,247 · 0.19%
2022$19,473 · 0.18%
Same employer
Similar plansConstruction · Iowa
Jensen Builders LTD. IA$13.6M · 0.33%
Cw Suter & Son, Inc. IA$13.5M · 0.41%
Woodruff Construction, Inc. IA$13.3M · 0.01%
Modern Companies, Inc. IA$12.5M · 1.12%
Keen Project Solutions IA$10.2M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420839633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.