Plan Ledger DOL Form 5500 · updated monthly

Dan's Management Company, LLC401(k)

DAN'S MANAGEMENT COMPANY 401(K) PLAN · PROVIDENCE, RI · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Dan's Management Company, LLC reported $10,315 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $383 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 Rhode Island (267th of 286), and 4,727th of 5,215 in retail trade. In 2022, employees put in $5.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,784,730
Participants with balances58
Active participants78
Employer contributions$29,906
Employee contributions$165,418
Employer contribution per active participant$383
Average account balance$30,771
Benefits paid to participants$220,205
Plan auditDisclaimer of opinion
AuditorOTRANDO, PORCARO AND ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,315
Total administrative$10,315
The Dan's Management Company, LLC 401(k) match · 2022
Employer contribution per active participant$383
Median for plans this size$1,114

Dan's Management Company, 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 history1
2022$10,315 · 0.52%
Similar plansRetail Trade · Rhode Island
Viti, Inc. RI$5.5M · 0.28%
Bald Hill Realty Co RI$3.0M · 0.50%
Quarles II, Inc. RI$2.8M · 0.45%
Met-Cap Management LLC RI$1.9M · 0.03%
Schiel Inc. PA$1.8M · 0.84%
All American Lumber, Inc. WI$1.8M · 0.91%
Gas Express, LLC GA$1.8M · 3.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200487323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.