Plan Ledger DOL Form 5500 · updated monthly

Donatech Corporation401(k)

DONATECH CORPORATION SAVINGS AND INVESTMENT PLAN · FAIRFIELD, IA · plan year 2022

Reported admin expense ratio · 2022
0.95%

Donatech Corporation reported $19,550 in plan administrative expenses for 2022: 0.95% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Iowa (811th of 878), and 10,920th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,907,340
Participants with balances37
Active participants162
Employer contributions—
Employee contributions$127,484
Employer contribution per active participant—
Average account balance$51,550
Benefits paid to participants$27,851
Plan auditUnmodified (clean) audit opinion
AuditorREINMUND & COMPANY
Administrative expenses, itemized · 2022
Investment management$9,921
Professional / advisory$7,012
Total administrative$19,550
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,550 · 0.95%
Similar plansProfessional & Technical Services · Iowa
Infinity Contact Inc. IA$3.7M · 0.64%
Humach, LLC IA$3.2M · 0.56%
Apollo Technologies, IA$2.3M · 0.20%
Securitycoverage, Inc. IA$2.2M · 0.06%
Es, LLC FL$1.9M · 1.28%
Quick Release Inc MI$1.9M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 421398523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.