Plan Ledger DOL Form 5500 · updated monthly

Daisy Brand LLC401(k)

DAISY BRAND RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Daisy Brand LLC reported $254,327 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $9,263 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 0.30% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 467th-largest of 5,688 plans among Texas employers on file, and the 1,386th of 13,661 in manufacturing. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves; active participation has grown from 641 to 863 since 2022.

Plan summary
Net assets, end of year$155,171,568
Participants with balances946
Active participants863
Employer contributions$7,994,041
Employee contributions$5,970,278
Employer contribution per active participant$9,263
Average account balance$164,029
Benefits paid to participants$10,334,731
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$155.2M · 946 accts · $8.0M emplr
2023$132.5M · 859 accts · $6.8M emplr
2022$110.9M · 778 accts · $6.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,942
Investment management$234,385
Total administrative$254,327
The Daisy Brand LLC 401(k) match · 2024
Employer contribution per active participant$9,263
Median for plans this size$3,635
2024$9,263 per active participant
2023$9,599 per active participant
2022$9,402 per active participant

Daisy Brand LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20246
NATIONWIDE · Recordkeeping · Custodial (securities)$2,106
PROACCOUNT · Investment advisory (participants)$227,765
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,890
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,512
CECILCO · Contract administrator · Pension consulting$4,946
ROBERT CECIL JR · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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Administrative cost history3
2024$254,327 · 0.18%
2023$352,633 · 0.29%
2022$348,005 · 0.30%
Same employer
Similar plansManufacturing · Texas
Ennis, Inc. TX$165.5M · 0.12%
Tpc Group LLC TX$164.9M · 0.06%
Indorama Ventures Oxides LLC TX$159.8M · 0.20%
Azz Inc. TX$157.2M · 0.29%
Orthofix Inc. TX$152.6M · 0.09%
Acme Building Brands, Inc. TX$145.8M · 0.30%
Bodycote Imt, Inc. TX$140.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800595003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.