Plan Ledger DOL Form 5500 · updated monthly

D-Patrick, Inc.401(k)

D-PATRICK, INC. 401(K) PROFIT SHARING PLAN · EVANSVILLE, IN · plan year 2025

Reported admin expense ratio · 2025
0.38%

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

D-Patrick, Inc. reported $97,088 in plan administrative expenses for 2025: 0.38% of average plan assets, above the peer median. Employer contributions averaged $976 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 rose from 0.32% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 463rd-largest of 1,562 plans among Indiana employers on file, and the 1,141st of 5,215 in retail trade. In 2025, employees put in $3.10 for every $1.00 the employer contributed; active participation has grown from 317 to 476 since 2022.

Plan summary
Net assets, end of year$26,621,120
Participants with balances241
Active participants476
Employer contributions$464,674
Employee contributions$1,440,904
Employer contribution per active participant$976
Average account balance$110,461
Benefits paid to participants$2,461,719
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$26.6M · 241 accts · $465K emplr
2024$23.8M · 239 accts · $505K emplr
2023$21.0M · 234 accts · $381K emplr
2022$18.5M · 227 accts · $320K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$42,666
Investment management$47,922
Audit (IQPA)$6,500
Total administrative$97,088
The D-Patrick, Inc. 401(k) match · 2025
Employer contribution per active participant$976
Median for plans this size$2,666
2025$976 per active participant
2024$1,089 per active participant
2023$1,152 per active participant
2022$1,010 per active participant

D-Patrick, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
1834 INVESTMENT ADVISORS CO · Investment advisory (plan)$35,829
OLD NATIONAL WEALTH MANAGEMENT · Investment advisory (plan)$12,093
ANDERS · Accounting / audit$6,500

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

Administrative cost history4
2025$97,088 · 0.38%
2024$95,153 · 0.42%
2023$66,697 · 0.34%
2022$65,495 · 0.32%
Same employer
Similar plansRetail Trade · Indiana
Ed Martin East, Inc. IN$35.0M · 0.16%
Dreyer & Reinbold, Inc. IN$26.2M · 0.03%
Indiana Grocery Group, LLC IN$26.1M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351541040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.