Plan Ledger DOL Form 5500 · updated monthly

Dairyland USA Corp.401(k)

THE CHEF'S WAREHOUSE 401(K) PROFIT SHARING PLAN & TRUST · RIDGEFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Dairyland USA Corp. reported $273,568 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $664 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 0.28% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 169th-largest of 1,106 plans among Connecticut employers on file, and the 362nd of 4,246 in wholesale trade. In 2024, employees put in $3.10 for every $1.00 the employer contributed; active participation has grown from 3,935 to 5,198 since 2022.

Plan summary
Net assets, end of year$117,259,413
Participants with balances2,464
Active participants5,198
Employer contributions$3,452,230
Employee contributions$10,702,755
Employer contribution per active participant$664
Average account balance$47,589
Benefits paid to participants$10,795,010
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.3M · 2,464 accts · $3.5M emplr
2023$99.2M · 2,383 accts · $3.7M emplr
2022$65.0M · 2,073 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$273,568
Total administrative$273,568
The Dairyland USA Corp. 401(k) match · 2024
Employer contribution per active participant$664
Median for plans this size$3,635
2024$664 per active participant
2023$824 per active participant
2022$474 per active participant

Dairyland USA Corp.'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$273,497
CREATIVE PLANNING INC · 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$273,568 · 0.25%
2023$237,641 · 0.29%
2022$193,743 · 0.28%
Same employer
Similar plansWholesale Trade · Connecticut
US Electrical Services, Inc. CT$156.6M · 0.21%
Cellmark, Inc. CT$154.7M · 0.14%
Timex Group USA, Inc. CT$116.2M · 0.10%
Bozzuto's, Inc. CT$95.1M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133286147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.