Plan Ledger DOL Form 5500 · updated monthly

Dix 1898, Inc.401(k)

DIX 1898, INC. 401(K) PLAN · ZANESVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Dix 1898, Inc. reported $66,718 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,895 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 rose from 0.38% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,482nd-largest of 3,295 plans among Ohio employers on file, and 466th of 786 in management of companies. In 2024, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,153,078
Participants with balances139
Active participants73
Employer contributions$138,332
Employee contributions$359,696
Employer contribution per active participant$1,895
Average account balance$123,403
Benefits paid to participants$782,585
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 139 accts · $138K emplr
2023$15.3M · 168 accts · $111K emplr
2022$13.6M · 181 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,888
Total administrative$66,718
The Dix 1898, Inc. 401(k) match · 2024
Employer contribution per active participant$1,895
Median for plans this size$2,416
2024$1,895 per active participant
2023$1,382 per active participant
2022$1,357 per active participant

Dix 1898, Inc.'s 2024 employer contribution ran below 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 · 20242
CAP FINANCIAL PARTNERS LLC · Investment advisory (participants)$37,529

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$66,718 · 0.41%
2023$60,751 · 0.42%
2022$61,583 · 0.38%
Similar plansManagement of Companies · Ohio
Salo Inc. OH$27.5M · 0.31%
Guyan International, Inc. OH$20.1M · 0.58%
Alliance Industries, Inc. OH$16.3M · 0.31%
The Ohio Masonic Home OH$15.8M · 0.73%
Central Investment LLC OH$12.9M · 0.14%
Zidian Management Corp. OH$9.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340628530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.