Plan Ledger DOL Form 5500 · updated monthly

Dee Holdings, Inc.401(k)

DEE HOLDING 401(K) PLAN · CELINA, OH · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Dee Holdings, Inc. reported $61,119 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $194 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 1.04% to 0.72%. 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 Ohio (2,060th of 3,295), and the 1,202nd of 2,677 in transportation & warehousing. In 2024, employees put in $6.45 for every $1.00 the employer contributed; active participation has grown from 995 to 1,197 since 2022.

Plan summary
Net assets, end of year$9,271,045
Participants with balances442
Active participants1,197
Employer contributions$231,758
Employee contributions$1,495,113
Employer contribution per active participant$194
Average account balance$20,975
Benefits paid to participants$1,244,338
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 442 accts · $232K emplr
2023$7.7M · 390 accts · $239K emplr
2022$6.9M · 371 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,991
Investment management$25,128
Total administrative$61,119
The Dee Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$194
Median for plans this size$1,313
2024$194 per active participant
2023$196 per active participant
2022$206 per active participant

Dee Holdings, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,991
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$25,128

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$61,119 · 0.72%
2023$89,582 · 1.23%
2022$77,909 · 1.04%
Same employer
Similar plansTransportation & Warehousing · Ohio
The Arms Trucking Co. OH$10.6M · 0.47%
Crescent Park Corporation OH$10.4M · 0.45%
Jrayl Transport Inc. OH$9.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200572514 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.