Plan Ledger DOL Form 5500 · updated monthly

Dahlgren Enterprises, Inc.401(k)

DAHLGREN ENTERPRISES, INC. 401K PLAN · SAINT PAUL, MN · plan year 2025

Reported admin expense ratio · 2025
0.50%

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

Dahlgren Enterprises, Inc. reported $24,437 in plan administrative expenses for 2025: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,169 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 1 year on file its reported administrative ratio fell from 0.54% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Minnesota (1,550th of 1,918), and 3,601st of 5,215 in retail trade. In 2025, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,573,411
Participants with balances109
Active participants85
Employer contributions$184,337
Employee contributions$330,810
Employer contribution per active participant$2,169
Average account balance$51,132
Benefits paid to participants$289,441
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$5.6M · 109 accts · $184K emplr
2024$4.1M · 114 accts · $173K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$6,134
Investment management$18,303
Total administrative$24,437
The Dahlgren Enterprises, Inc. 401(k) match · 2025
Employer contribution per active participant$2,169
Median for plans this size$1,464
2025$2,169 per active participant
2024$1,875 per active participant

Dahlgren Enterprises, Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
AMERICAN TRUST COMPANY · Claims processing · Recordkeeping$6,134
CREATIVE PLANNING · Investment advisory (participants) · Investment advisory (plan)$18,303

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

Recordkeeper by year2
2025AMERICAN TRUST COMPANY
2024AT RETIREMENT SERVICES

This plan has changed recordkeepers within these filings. If you left Dahlgren Enterprises, Inc. 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 history2
2025$24,437 · 0.50%
2024$21,486 · 0.54%
Similar plansRetail Trade · Minnesota
Pal Management, Inc. MN$5.8M · 0.97%
Kadlec Motors, Inc. MN$5.7M · 1.26%
Fridley Motor Company MN$5.5M · 0.36%
Snell Motors, Inc. MN$5.5M · 0.01%
Gold Country, Inc. MN$5.4M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411622009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.