Plan Ledger DOL Form 5500 · updated monthly

Dillard-Lewis, Inc.401(k)

DILLARD-LEWIS, INC. DBA HIGHLAND EXPRESS 401(K) PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Dillard-Lewis, Inc. reported $2,634 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,478 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 0.11% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in North Carolina (1,433rd of 2,005), and 1,591st of 2,677 in transportation & warehousing. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 129 to 155 since 2022.

Plan summary
Net assets, end of year$5,318,954
Participants with balances179
Active participants155
Employer contributions$229,017
Employee contributions$349,839
Employer contribution per active participant$1,478
Average account balance$29,715
Benefits paid to participants$333,985
Plan auditUnmodified (clean) audit opinion
AuditorJOHN M. WATKINS CPA
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 179 accts · $229K emplr
2023$4.6M · 166 accts · $184K emplr
2022$3.7M · 158 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,634
Total administrative$2,634
The Dillard-Lewis, Inc. 401(k) match · 2024
Employer contribution per active participant$1,478
Median for plans this size$1,313
2024$1,478 per active participant
2023$1,313 per active participant
2022$1,331 per active participant

Dillard-Lewis, Inc.'s 2024 employer contribution ran above 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$2,634

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$2,634 · 0.05%
2023$2,137 · 0.05%
2022$4,305 · 0.11%
Same employer
Similar plansTransportation & Warehousing · North Carolina
System Logistics Corp NC$7.7M · 0.56%
Sharp Transit, LLC NC$7.3M · 0.62%
Blue Max Trucking, Inc. NC$5.2M · 0.62%
Bonded Logistics, Inc. NC$5.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561411884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.