Plan Ledger DOL Form 5500 · updated monthly

D.G. Smith Enterprises Inc401(k)

DG SMITH ENTERPRISES INC 401K PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

D.G. Smith Enterprises Inc reported $2,211 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $219 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (8,793rd of 9,483), and 752nd of 786 in management of companies. In 2022, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,073,994
Participants with balances52
Active participants398
Employer contributions$87,020
Employee contributions$199,928
Employer contribution per active participant$219
Average account balance$20,654
Benefits paid to participants$21,316
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ GIANNINI LANTSBERGER
Administrative expenses, itemized · 2022
Investment management$570
Professional / advisory$1,641
Total administrative$2,211
The D.G. Smith Enterprises Inc 401(k) match · 2022
Employer contribution per active participant$219
Median for plans this size$1,114

D.G. Smith Enterprises Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,211 · 0.21%
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Source: U.S. Department of Labor, Form 5500 series, EIN 942447098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.