Plan Ledger DOL Form 5500 · updated monthly

Dealers Warehouse Corporation401(k)

DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN · POWELL, TN · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Dealers Warehouse Corporation reported $76,588 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,268 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 0.49% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 545th-largest of 1,496 plans among Tennessee employers on file, and the 1,884th of 4,246 in wholesale trade. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 187 to 216 since 2022.

Plan summary
Net assets, end of year$20,026,707
Participants with balances278
Active participants216
Employer contributions$489,847
Employee contributions$687,932
Employer contribution per active participant$2,268
Average account balance$72,039
Benefits paid to participants$547,924
Plan auditUnmodified (clean) audit opinion
AuditorPUGH & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 278 accts · $490K emplr
2023$17.3M · 297 accts · $445K emplr
2022$15.3M · 242 accts · $579K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,187
Investment management$41,401
Total administrative$76,588
The Dealers Warehouse Corporation 401(k) match · 2024
Employer contribution per active participant$2,268
Median for plans this size$2,416
2024$2,268 per active participant
2023$2,091 per active participant
2022$3,097 per active participant

Dealers Warehouse Corporation's 2024 employer contribution ran below 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 · 20243
UNIFIED TRUST COMPANY · Recordkeeping · Trustee$14,918
RATHER & KITTRELL CAPITAL MGT · Investment advisory (participants) · Investment advisory (plan)$41,401
TENNESSEE PENSION ADMINISTRATORS · Contract administrator$20,269

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$76,588 · 0.41%
2023$53,106 · 0.33%
2022$84,389 · 0.49%
Same employer
Similar plansWholesale Trade · Tennessee
Keller Group TN$24.8M · 0.34%
Heavy Machines, LLC TN$19.7M · 0.14%
Svp Sewing Brands, LLC TN$19.6M · 0.20%
Eco-Energy, LLC TN$19.5M · 0.54%
Ces Power, LLC. TN$19.5M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620450541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.