Plan Ledger DOL Form 5500 · updated monthly

Dobson Family Partnership LLC401(k)

DOBSON FAMILY PARTNERSHIP 401K PLAN · WARREN, OH · plan year 2024

Reported admin expense ratio · 2024
1.42%

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

Dobson Family Partnership LLC reported $15,196 in plan administrative expenses for 2024: 1.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $564 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 1.30% to 1.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (3,134th of 3,295), and 11,176th of 11,654 in professional & technical services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 158 to 311 since 2022.

Plan summary
Net assets, end of year$1,211,464
Participants with balances111
Active participants311
Employer contributions$175,498
Employee contributions$303,115
Employer contribution per active participant$564
Average account balance$10,914
Benefits paid to participants$300,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 111 accts · $175K emplr
2023$931K · 122 accts · $156K emplr
2022$425K · 82 accts · $87K emplr
The Dobson Family Partnership LLC 401(k) match · 2024
Employer contribution per active participant$564
Median for plans this size$1,313
2024$564 per active participant
2023$554 per active participant
2022$553 per active participant

Dobson Family Partnership LLC's 2024 employer contribution ran below the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$15,195

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$15,196 · 1.42%
2023$8,118 · 1.20%
2022$4,847 · 1.30%
Similar plansProfessional & Technical Services · Ohio
United Software Group Inc OH$1.4M · 0.56%
Circulo Inc OH$1.3M · 0.19%
U.S.Tank Alliance, Inc. OH$1.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882373796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.