Plan Ledger DOL Form 5500 · updated monthly

Dalton Motors Sd, LLC401(k)

DALTON MOTORS 401(K) PLAN · NATIONAL CITY, CA · plan year 2022

Reported admin expense ratio · 2022
0.57%

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

Dalton Motors Sd, LLC reported $52,967 in plan administrative expenses for 2022: 0.57% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.57% to 0.39%. 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 California (5,900th of 9,483), and 2,947th of 5,215 in retail trade.

Plan summary
Net assets, end of year$8,443,779
Participants with balances132
Active participants326
Employer contributions$0
Employee contributions$503,287
Employer contribution per active participant$0
Average account balance$63,968
Benefits paid to participants$663,682
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 107 accts
2023$7.0M · 120 accts
2022$8.4M · 132 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$346
Investment management$51,240
Total administrative$52,967
The Dalton Motors Sd, LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Dalton Motors Sd, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$27,144 · 0.39%
2023$56,198 · 0.73%
2022$52,967 · 0.57%
Same employer
Similar plansRetail Trade · California
Keslow Camera, Inc. CA$8.5M · 1.03%
Cowbell Cyber Inc CA$8.4M · 0.10%
Bodega Latina Corporation CA$8.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 372060927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.