Plan Ledger DOL Form 5500 · updated monthly

Di Overnite, LLC401(k)

DI OVERNITE 401(K) PLAN · ANAHEIM, CA · plan year 2023

Reported admin expense ratio · 2023
0.82%

Di Overnite, LLC reported $36,045 in plan administrative expenses for 2023: 0.82% of average plan assets, higher than ~75% of peers. 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 fell from 1.05% to 0.82%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (7,079th of 9,483), and 1,678th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$4,779,462
Participants with balances663
Active participants537
Employer contributions—
Employee contributions$883,740
Employer contribution per active participant—
Average account balance$7,209
Benefits paid to participants$802,409
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 663 accts
2022$4.0M · 755 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,978
Investment management$12,067
Total administrative$36,045
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 · 20235
DWC ERISA CONSULTANTS, LLC · Contract administrator$11,758
WOODBURY FINANCIAL SERVICES, INC. · Investment advisory (plan)$8,456
FLEXPATH STRATEGIES, LLC$2,071
EMPOWER ADVISORY GROUP, LLC · Investment management$1,540

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$36,045 · 0.82%
2022$43,094 · 1.05%
Similar plansTransportation & Warehousing · California
Button Transportation CA$5.0M · 0.18%
White Arrow, Inc. CA$4.9M · 0.93%
Reeve Trucking Company CA$4.7M · 0.62%
Cofiroute USA, LLC CA$4.6M · 0.04%
Mhx, LLC CA$4.4M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463551719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.