Plan Ledger DOL Form 5500 · updated monthly

Dakavia Management Corp.401(k)

DAKAVIA MANAGEMENT CORP. 401(K) PLAN · SALEM, OR · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Dakavia Management Corp. reported $7,802 in plan administrative expenses for 2023: 0.51% of average plan assets, above the peer median. Employer contributions averaged $4,872 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 rose from 0.13% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Oregon (926th of 1,021), and 4,089th of 4,246 in wholesale trade. In 2023, employees put in $2.03 for every $1.00 the employer contributed; active participation has shrunk from 102 to 27 since 2022.

Plan summary
Net assets, end of year$1,549,898
Participants with balances101
Active participants27
Employer contributions$131,557
Employee contributions$267,454
Employer contribution per active participant$4,872
Average account balance$15,346
Benefits paid to participants$546,496
Plan auditUnmodified (clean) audit opinion
AuditorSINGER LEWAK
Plan history3
Yearassets · accounts · employer contribution
2024— · $25K emplr
2023$1.5M · 101 accts · $132K emplr
2022$1.5M · 193 accts · $188K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,802
Total administrative$7,802
The Dakavia Management Corp. 401(k) match · 2023
Employer contribution per active participant$4,872
Median for plans this size$1,308
2023$4,872 per active participant
2022$1,839 per active participant

Dakavia Management Corp.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$7,801

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$7,802 · 0.51%
2022$1,835 · 0.13%
Same employer
Similar plansWholesale Trade · Oregon
Synergy Medical Systems OR$3.2M · 0.47%
Pwcc Marketplace OR$3.0M · 1.06%
Gear Up Sports, Inc. OR$2.5M · 0.55%
Duckwall-Pooley Fruit Co. OR$1.2M · 0.69%
Nw Supermarkets Inc OR$836K · 0.91%
Strapworks LLC OR$263K · 3.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454369103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.