Plan Ledger DOL Form 5500 · updated monthly

Distribution Management, Inc.401(k)

DISTRIBUTION MANAGEMENT, INC. 401(K) PLAN · ST. CHARLES, MO · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Distribution Management, Inc. reported $116,856 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $834 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 3 years on file its reported administrative ratio has held roughly steady near 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 421st-largest of 1,393 plans among Missouri employers on file, and the 1,257th of 4,246 in wholesale trade. In 2024, employees put in $5.72 for every $1.00 the employer contributed; active participation has grown from 339 to 380 since 2022.

Plan summary
Net assets, end of year$32,924,232
Participants with balances402
Active participants380
Employer contributions$316,771
Employee contributions$1,811,493
Employer contribution per active participant$834
Average account balance$81,901
Benefits paid to participants$2,077,980
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.9M · 402 accts · $317K emplr
2023$27.9M · 415 accts · $306K emplr
2022$22.4M · 358 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,574
Investment management$75,282
Total administrative$116,856
The Distribution Management, Inc. 401(k) match · 2024
Employer contribution per active participant$834
Median for plans this size$2,416
2024$834 per active participant
2023$806 per active participant
2022$682 per active participant

Distribution Management, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Recordkeeping$41,574
UBS FINANCIAL SERVICES · Investment advisory (plan)$75,282

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$116,856 · 0.38%
2023$97,140 · 0.39%
2022$91,429 · 0.37%
Same employer
Similar plansWholesale Trade · Missouri
Sumnerone, Inc. MO$35.8M · 0.14%
Datamax, Inc. MO$33.6M · 0.21%
Hartwig, Incorporated MO$31.5M · 0.29%
Butler Supply Inc. MO$29.2M · 0.17%
Mid-Am Holdings, LLC MO$26.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430969193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.