Plan Ledger DOL Form 5500 · updated monthly

Disti Corporation401(k)

DISTI CORPORATION 401 K PROFIT SHARING PLAN & TRUST · ORLANDO, FL · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Disti Corporation reported $48,372 in plan administrative expenses for 2023: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,613 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 has held roughly steady near 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,939th of 3,644), and 8,466th of 11,654 in professional & technical services. In 2023, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,600,159
Participants with balances91
Active participants92
Employer contributions$240,373
Employee contributions$567,590
Employer contribution per active participant$2,613
Average account balance$94,507
Benefits paid to participants$696,651
Plan auditUnmodified (clean) audit opinion
AuditorMCDIRMIT DAVIS, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$8.6M · 91 accts · $240K emplr
2022$7.2M · 101 accts · $251K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$48,372
Total administrative$48,372
The Disti Corporation 401(k) match · 2023
Employer contribution per active participant$2,613
Median for plans this size$1,308
2023$2,613 per active participant
2022$2,298 per active participant

Disti Corporation's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
DELTA CAPITAL MANAGEMENT LLC · Investment advisory (plan)$27,118
GREAT-WEST LIFE & ANNUITY INSURANCE$21,819
ADVISED ASSETS GROUP · Investment management$1,947
SOUTHEAST EMPLOYEE BENEFIT SERVICES · Contract administrator$1,375

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$48,372 · 0.61%
2022$46,645 · 0.60%
Similar plansProfessional & Technical Services · Florida
Lukos, LLC FL$8.7M · 0.43%
Merlin Law Group, PLLC FL$8.6M · 0.87%
Cvr Associates, Inc. FL$8.6M · 1.27%
Ceohr, Inc. FL$8.6M · 1.04%
Rme Group Holding Company FL$8.6M · 0.60%
Microtechnologies LLC FL$8.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593283172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.