Plan Ledger DOL Form 5500 · updated monthly

Dg Coleman Inc401(k)

D.G. COLEMAN RETIREMENT SAVINGS PLAN · COMMERCE CITY, CO · plan year 2023

Reported admin expense ratio · 2023
0.60%

Dg Coleman Inc reported $4,253 in plan administrative expenses for 2023: 0.60% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.43% to 0.60%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (1,376th of 1,461), and 2,351st of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$766,210
Participants with balances97
Active participants96
Employer contributions—
Employee contributions$217,543
Employer contribution per active participant—
Average account balance$7,899
Benefits paid to participants$199,126
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$766K · 97 accts
2022$651K · 112 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,075
Investment management$178
Total administrative$4,253
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$4,252
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history2
2023$4,253 · 0.60%
2022$3,043 · 0.43%
Similar plansTransportation & Warehousing · Colorado
Knowles Enterprises, LLC CO$2.0M · 1.00%
Quality Logistics LLC CO$824K · 1.64%
Transpro, Inc. CO$763K · 1.09%
Incidentclear LLC CO$438K · 0.25%
Pedigo Logistics LLC CO$415K · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840839054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.