Plan Ledger DOL Form 5500 · updated monthly

Doe-Anderson, Inc.401(k)

DOE-ANDERSON, INC. PROFIT SHARING 401(K) PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Doe-Anderson, Inc. reported $3,173 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,272 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 391st-largest of 871 plans among Kentucky employers on file, and 6,892nd of 11,654 in professional & technical services. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 108 to 122 since 2022.

Plan summary
Net assets, end of year$13,751,956
Participants with balances109
Active participants122
Employer contributions$277,173
Employee contributions$863,007
Employer contribution per active participant$2,272
Average account balance$126,165
Benefits paid to participants$2,434,231
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 109 accts · $277K emplr
2023$13.1M · 111 accts · $274K emplr
2022$10.9M · 115 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,173
Total administrative$3,173
The Doe-Anderson, Inc. 401(k) match · 2024
Employer contribution per active participant$2,272
Median for plans this size$2,416
2024$2,272 per active participant
2023$2,267 per active participant
2022$2,291 per active participant

Doe-Anderson, 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.

Administrative cost history3
2024$3,173 · 0.02%
2023$2,362 · 0.02%
2022$1,838 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Universal Woods, LLC KY$18.6M · 0.44%
Health Tech Solutions LLC KY$18.5M · 0.33%
Boehl Stopher & Graves, LLP KY$17.4M · 0.23%
Certilytics, Inc. KY$14.1M · 0.29%
Alliant Technologies LLC KY$13.6M · 0.59%
Hughes & Coleman PLLC KY$10.5M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 610525990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.