Plan Ledger DOL Form 5500 · updated monthly

Dave Tomasch Inc401(k)

DAVE TOMASCH INC 401K PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Dave Tomasch Inc reported $9,523 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $1,429 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 rose from 0.16% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (1,344th of 1,562), and 1,968th of 2,677 in transportation & warehousing. In 2024, employees put in $2.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,823,868
Participants with balances124
Active participants110
Employer contributions$157,204
Employee contributions$401,187
Employer contribution per active participant$1,429
Average account balance$22,773
Benefits paid to participants$419,996
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 124 accts · $157K emplr
2023$2.4M · 136 accts · $156K emplr
2022$1.7M · 116 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,073
Investment management$733
Trustee / custodial$717
Total administrative$9,523
The Dave Tomasch Inc 401(k) match · 2024
Employer contribution per active participant$1,429
Median for plans this size$1,313
2024$1,429 per active participant
2023$1,393 per active participant
2022$1,237 per active participant

Dave Tomasch Inc's 2024 employer contribution ran above the $1,313 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 · 20241
PAYCHEX, INC. · Recordkeeping$7,820

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

Recordkeeper by year2
2024Paychex
2023ADP

This plan has changed recordkeepers within these filings. If you left Dave Tomasch Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,523 · 0.37%
2023$2,414 · 0.12%
2022$2,731 · 0.16%
Similar plansTransportation & Warehousing · Indiana
Boyd Operating, Inc. IN$3.0M · 0.03%
Baylor Trucking, Inc. IN$2.9M · 1.26%
Pace Air Freight, Inc. IN$2.7M · 0.55%
United Trailers LLC. IN$1.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300152218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.