Plan Ledger DOL Form 5500 · updated monthly

Detwilers Operations Inc.401(k)

DETWILERS RETIREMENT SAVINGS PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Detwilers Operations Inc. reported $44,163 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $838 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 0.91% to 0.63%. 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 Florida (2,039th of 3,644), and 3,081st of 5,215 in retail trade. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 417 to 638 since 2022.

Plan summary
Net assets, end of year$7,855,861
Participants with balances225
Active participants638
Employer contributions$534,812
Employee contributions$905,496
Employer contribution per active participant$838
Average account balance$34,915
Benefits paid to participants$551,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 225 accts · $535K emplr
2023$6.1M · 193 accts · $404K emplr
2022$4.4M · 187 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,963
Investment management$16,200
Total administrative$44,163
The Detwilers Operations Inc. 401(k) match · 2024
Employer contribution per active participant$838
Median for plans this size$1,313
2024$838 per active participant
2023$850 per active participant
2022$829 per active participant

Detwilers Operations Inc.'s 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping$28,429
POWER FINANCIAL PARTNERS · Investment advisory (plan)$15,734

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$44,163 · 0.63%
2023$35,179 · 0.67%
2022$42,160 · 0.91%
Same employer
Similar plansRetail Trade · Florida
Jeunesse, LLC FL$8.1M · 0.47%
Bozard Ford Company FL$7.9M · 0.08%
Grace Wins, LLC FL$7.9M · 0.79%
L.P. Industries, Inc. FL$7.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472740643 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.