Plan Ledger DOL Form 5500 · updated monthly

Dale Grimes Enterprises, Inc.401(k)

DALE GRIMES ENTERPRISES, INC. RETIREMENT PLAN · BULLARD, TX · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Dale Grimes Enterprises, Inc. reported $12,192 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. Employer contributions averaged $4,892 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,748th of 5,688), and 4,521st of 5,215 in retail trade. In 2022, the employer put in $17.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,495,025
Participants with balances97
Active participants71
Employer contributions$347,310
Employee contributions$19,836
Employer contribution per active participant$4,892
Average account balance$25,722
Benefits paid to participants$171,935
Plan auditUnmodified (clean) audit opinion
AuditorHUSELTON, MORGAN & MAULTSBY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,916
Investment management$4,276
Total administrative$12,192
The Dale Grimes Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$4,892
Median for plans this size$1,114

Dale Grimes Enterprises, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,192 · 0.48%
Similar plansRetail Trade · Texas
C & N Investments, Inc. TX$2.6M · 0.55%
Cs Auto, LTD. TX$2.5M · 1.05%
Lawn & Garden, LLC TX$2.5M · 0.73%
Stadium Motorcars LLC TX$2.4M · 2.33%
Mike Calvert, LLC TX$2.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752386600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.