Plan Ledger DOL Form 5500 · updated monthly

Dooley Tackaberry, Inc.401(k)

DOOLEY TACKABERRY, INC. EMPLOYEES' SAVINGS PLAN · DEER PARK, TX · plan year 2023

Reported admin expense ratio · 2023
0.70%

Dooley Tackaberry, Inc. reported $64,514 in plan administrative expenses for 2023: 0.70% of average plan assets, above the peer median. 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 0.61% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,147th of 5,688), and 2,997th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$9,432,439
Participants with balances93
Active participants71
Employer contributions—
Employee contributions$387,991
Employer contribution per active participant—
Average account balance$101,424
Benefits paid to participants$1,050,607
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$9.4M · 93 accts
2022$8.9M · 101 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,721
Investment management$61,793
Total administrative$64,514
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 · 20235
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$23,238
ADP, INC. · Loan processing · Recordkeeping$2,721
FIDUCIARY CONSULTING GROUP, INC · Plan administrator · Named fiduciary$28,355
MELTON & MELTON LLP · Accounting / audit$10,200
ADP BROKER-DEALERindirect comp

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$64,514 · 0.70%
2022$64,688 · 0.61%
Similar plansWholesale Trade · Texas
Nueces Farm Center, Inc. TX$9.5M · 0.86%
Sk Gc Americas Inc. TX$9.1M · 0.10%
Midway Importing, Inc TX$9.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 740596427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.