Plan Ledger DOL Form 5500 · updated monthly

Dgi-Menard, Inc.Profit-sharing plan

MENARD USA EMPLOYEE PROFIT SHARING PLAN · CARNEGIE, PA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Dgi-Menard, Inc. reported $15,403 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $919 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 0.35% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,831st of 3,651), and 3,893rd of 5,337 in construction. active participation has grown from 251 to 961 since 2022.

Plan summary
Net assets, end of year$5,438,606
Participants with balances398
Active participants961
Employer contributions$882,702
Employee contributions—
Employer contribution per active participant$919
Average account balance$13,665
Benefits paid to participants$149,101
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 398 accts · $883K emplr
2023$4.2M · 422 accts · $593K emplr
2022$3.2M · 307 accts · $739K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,031
Trustee / custodial$3,372
Total administrative$15,403
Employer contributions to the Dgi-Menard, Inc. plan · 2024
Employer contribution per active participant$919
Median for plans this size$1,313
2024$919 per active participant
2023$1,738 per active participant
2022$2,943 per active participant

Dgi-Menard, 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
SCHNEIDER DOWNS RET. SOLUTIONS · Recordkeeping$12,256
CHARLES SCHWAB TRUST COMPANY · Trustee · Custodial (securities)$3,372

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$15,403 · 0.32%
2023$12,880 · 0.35%
2022$11,110 · 0.35%
Similar plansConstruction · Pennsylvania
Sdi Gas LLC PA$5.6M · 0.36%
Sage Senior Living, LLC PA$5.6M · 1.42%
Don E. Bower, Inc. PA$5.4M · 0.69%
Ernest Bock & Sons, Inc. PA$5.3M · 0.89%
Eichelbergers, Inc. PA$4.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542031153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.