Plan Ledger DOL Form 5500 · updated monthly

Dgperry, PLLC401(k)

DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST · CANFIELD, IN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Dgperry, PLLC reported $52,818 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,939 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 777th-largest of 1,562 plans among Indiana employers on file, and 7,058th of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,146,792
Participants with balances145
Active participants129
Employer contributions$379,086
Employee contributions$875,361
Employer contribution per active participant$2,939
Average account balance$90,668
Benefits paid to participants$1,219,623
Plan auditUnmodified (clean) audit opinion
AuditorGILLIAM BELL MOSER, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,024
Investment management$43,136
Trustee / custodial$2,626
Total administrative$52,818
The Dgperry, PLLC 401(k) match · 2024
Employer contribution per active participant$2,939
Median for plans this size$2,416

Dgperry, PLLC's 2024 employer contribution ran above the $2,416 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 · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$7,025
INVST · Investment advisory (participants) · Investment advisory (plan)$43,136
CHARLES SCHWAB BANK · Custodial (securities) · Loan processing$2,626

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

Administrative cost history1
2024$52,818 · 0.43%
Similar plansProfessional & Technical Services · Indiana
Formstack, LLC IN$14.5M · 0.04%
The Schneider Corporation IN$13.8M · 0.45%
Theoris, Inc. IN$13.7M · 0.28%
Tpg, Inc. IN$13.0M · 0.05%
Stratosphere Quality, LLC IN$12.1M · 1.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833033790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.