Plan Ledger DOL Form 5500 · updated monthly

Dodge City, Inc.401(k)

DODGE CITY, INC. 401(K) PLAN · ST. PETERSBURG, FL · plan year 2023

Reported admin expense ratio · 2023
0.81%

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

Dodge City, Inc. reported $9,749 in plan administrative expenses for 2023: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.32% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Florida (3,245th of 3,644), and 4,822nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,460,849
Participants with balances96
Active participants267
Employer contributions$0
Employee contributions$262,454
Employer contribution per active participant$0
Average account balance$15,217
Benefits paid to participants$181,518
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.5M · 96 accts
2022$937K · 49 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,864
Investment management$2,885
Total administrative$9,749
The Dodge City, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Dodge City, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$2,885
SIGNATURE BENEFIT SOLUTIONS, INC. · Contract administrator$750

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$9,749 · 0.81%
2022$3,035 · 0.32%
Similar plansRetail Trade · Florida
Sftf Holdings, Inc. FL$2.0M · 2.32%
Murray Ford Mercury FL$1.4M · 0.21%
J Curt, Inc. FL$1.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592097193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.