Plan Ledger DOL Form 5500 · updated monthly

Dean Distributing, Inc.401(k)

DEAN DISTRIBUTING, INC. PROFIT SHARING 401(K) PLAN & TRUST · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Dean Distributing, Inc. reported $46,280 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,290 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 3 years on file its reported administrative ratio has held roughly steady near 0.266%. 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 924th-largest of 1,936 plans among Wisconsin employers on file, and the 2,053rd of 4,246 in wholesale trade. In 2024, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,212,777
Participants with balances146
Active participants111
Employer contributions$143,184
Employee contributions$763,002
Employer contribution per active participant$1,290
Average account balance$124,745
Benefits paid to participants$1,504,942
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 146 accts · $143K emplr
2023$16.6M · 157 accts · $143K emplr
2022$13.8M · 145 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,271
Investment management$33,009
Total administrative$46,280
The Dean Distributing, Inc. 401(k) match · 2024
Employer contribution per active participant$1,290
Median for plans this size$2,416
2024$1,290 per active participant
2023$1,225 per active participant
2022$827 per active participant

Dean Distributing, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
COMMONWEALTH EQUITY SERVICES, INC. · Recordkeeping · Trustee$33,009
ADP, INC. · Loan processing · Recordkeeping$13,271
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, COMMONWEALTH EQUITY SERVICES, INC.
2023ADP, COMMONWEALTH EQUITY SERVICES, INC.

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Administrative cost history3
2024$46,280 · 0.27%
2023$41,187 · 0.27%
2022$42,831 · 0.27%
Same employer
Similar plansWholesale Trade · Wisconsin
Eilliens Candies, Inc. WI$18.3M · 0.31%
Tall Tree Foods, Inc. WI$18.3M · 0.27%
Alpha Source Holdco, LLC WI$18.0M · 0.45%
A.A. Anderson & Co., Inc. WI$17.2M · 0.44%
Nueske Meat Products, Inc. WI$17.0M · 0.43%
Tab Products Co., LLC WI$16.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391040720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.