Plan Ledger DOL Form 5500 · updated monthly

Daniel Defense, LLC401(k)

DANIEL DEFENSE, LLC EMPLOYEES SAVINGS PLAN · BLACKCREEK, GA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Daniel Defense, LLC reported $90,616 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,761 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 0.62% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 925th-largest of 2,160 plans among Georgia employers on file, and the 6,313th of 13,661 in manufacturing. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,102,137
Participants with balances324
Active participants273
Employer contributions$1,026,765
Employee contributions$1,527,840
Employer contribution per active participant$3,761
Average account balance$55,871
Benefits paid to participants$1,012,450
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 324 accts · $1.0M emplr
2023$14.4M · 338 accts · $1.1M emplr
2022$11.1M · 313 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,235
Investment management$41,381
Total administrative$90,616
The Daniel Defense, LLC 401(k) match · 2024
Employer contribution per active participant$3,761
Median for plans this size$2,416
2024$3,761 per active participant
2023$3,851 per active participant
2022$2,583 per active participant

Daniel Defense, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
THE RETIREMENT PLAN COMPANY$48,807
THE FIDUCIARY GROUP · Investment advisory (plan)$41,381

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

Administrative cost history3
2024$90,616 · 0.56%
2023$87,764 · 0.69%
2022$69,258 · 0.62%
Same employer
Similar plansManufacturing · Georgia
Kliklok Corporation GA$18.7M · 0.06%
Tydenbrooks GA$18.5M · 0.52%
Digirad Health Inc GA$17.2M · 0.35%
Sany America, Inc. GA$17.1M · 0.16%
Covey Equity Holdings, LLC GA$16.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582663175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.