Plan Ledger DOL Form 5500 · updated monthly

Dave Arbogast Group, Inc.401(k)

DAVE ARBOGAST GROUP, INC. 401(K) PLAN · TROY, OH · plan year 2024

Reported admin expense ratio · 2024
1.19%

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

Dave Arbogast Group, Inc. reported $58,619 in plan administrative expenses for 2024: 1.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $496 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 1.29% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,509th of 3,295), and 3,699th of 5,215 in retail trade. In 2024, employees put in $5.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,215,210
Participants with balances110
Active participants146
Employer contributions$72,475
Employee contributions$405,349
Employer contribution per active participant$496
Average account balance$47,411
Benefits paid to participants$435,503
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 110 accts · $72K emplr
2023$4.6M · 113 accts · $79K emplr
2022$4.4M · 123 accts · $90K emplr
The Dave Arbogast Group, Inc. 401(k) match · 2024
Employer contribution per active participant$496
Median for plans this size$1,313
2024$496 per active participant
2023$553 per active participant
2022$603 per active participant

Dave Arbogast Group, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA FINANCIAL LIFE · Recordkeeping · Loan processing$25,805
CREATIVE RETIREMENT SYSTEMS, INC · Recordkeeping · Loan processing$2,375
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$24,179
EDWARD D JONES & COMPANY · Investment advisory (plan)$2,849

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

Recordkeeper by year2
2024CREATIVE RETIREMENT SYSTEMS, INC, Transamerica
2023CREATIVE RETIREMENT SYSTEMS, INC, Transamerica

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

Administrative cost history3
2024$58,619 · 1.19%
2023$55,650 · 1.23%
2022$66,952 · 1.29%
Same employer
Similar plansRetail Trade · Ohio
Park Auto South, Inc. OH$5.4M · 0.68%
Brentlinger Enterprises OH$5.1M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311409301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.