Plan Ledger DOL Form 5500 · updated monthly

Distribution Management Systems, Inc.401(k)

DISTRIBUTION MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Distribution Management Systems, Inc. reported $99,633 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,671 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 0.27% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 134th-largest of 565 plans among Nebraska employers on file, and the 537th of 2,199 in information & media. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 211 to 264 since 2022.

Plan summary
Net assets, end of year$47,574,796
Participants with balances295
Active participants264
Employer contributions$969,029
Employee contributions$2,941,316
Employer contribution per active participant$3,671
Average account balance$161,270
Benefits paid to participants$3,316,932
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ
Plan history3
Yearassets · accounts · employer contribution
2024$47.6M · 295 accts · $969K emplr
2023$39.2M · 229 accts · $810K emplr
2022$30.5M · 239 accts · $693K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,080
Investment management$52,553
Total administrative$99,633
The Distribution Management Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,671
Median for plans this size$2,416
2024$3,671 per active participant
2023$3,931 per active participant
2022$3,286 per active participant

Distribution Management Systems, Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,080
DA DAVIDSON & COMPANY · Investment advisory (plan)$45,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,553

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

Administrative cost history3
2024$99,633 · 0.23%
2023$86,676 · 0.25%
2022$91,048 · 0.27%
Same employer
Similar plansInformation & Media · Nebraska
Data Axle, Inc. NE$226.9M · 0.08%
Sandhills Global, Inc. NE$78.0M · 0.22%
Telcor Inc NE$43.8M · 0.03%
Nedelco, Inc. NE$33.8M · 0.03%
Quantum Workplace NE$11.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470579575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.