Plan Ledger DOL Form 5500 · updated monthly

Dortch Enterprises, LLC401(k)

DORTCH ENTERPRISES 401(K) PLAN · GRAND BLANC, MI · plan year 2022

Reported admin expense ratio · 2022
0.65%

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

Dortch Enterprises, LLC reported $5,744 in plan administrative expenses for 2022: 0.65% of average plan assets, below the peer median. Employer contributions averaged $357 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Michigan (2,494th of 2,619), and 1,759th of 2,240 in accommodation & food services. In 2022, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$887,392
Participants with balances35
Active participants185
Employer contributions$66,090
Employee contributions$136,476
Employer contribution per active participant$357
Average account balance$25,354
Benefits paid to participants$17,225
Plan auditUnmodified (clean) audit opinion
AuditorTAYLOR & MORGAN, C.P.A, P.C.
Administrative expenses, itemized · 2022
Professional / advisory$5,744
Total administrative$5,744
The Dortch Enterprises, LLC 401(k) match · 2022
Employer contribution per active participant$357
Median for plans this size$331

Dortch Enterprises, LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,744 · 0.65%
Similar plansAccommodation & Food Services · Michigan
Trigo Pizza Company, Inc. MI$1.8M · 1.13%
Alexi of Lapeer, Inc. MI$1.2M · 1.72%
Roberts and Roberts, Inc. MI$1.2M · 0.68%
Awbw Corp MI$1.2M · 0.69%
Douglas Corporation MI$819K · 1.17%
Hih, Inc. MI$479K · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450591738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.