Plan Ledger DOL Form 5500 · updated monthly

Dot Holdings Co401(k)

DOT HOLDINGS CO. 401(K) AND PROFIT SHARING PLAN · CHESTERFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Dot Holdings Co reported $569,282 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $4,559 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 fell from 0.12% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 45th-largest of 1,393 plans among Missouri employers on file, and the 76th of 4,246 in wholesale trade. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$673,795,598
Participants with balances7,916
Active participants7,017
Employer contributions$31,993,838
Employee contributions$32,159,723
Employer contribution per active participant$4,559
Average account balance$85,118
Benefits paid to participants$50,925,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$673.8M · 7,916 accts · $32.0M emplr
2023$582.8M · 7,915 accts · $26.5M emplr
2022$477.4M · 7,343 accts · $24.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$341,685
Investment management$202,119
Audit (IQPA)$25,478
Total administrative$569,282
The Dot Holdings Co 401(k) match · 2024
Employer contribution per active participant$4,559
Median for plans this size$4,294
2024$4,559 per active participant
2023$3,750 per active participant
2022$3,707 per active participant

Dot Holdings Co's 2024 employer contribution ran above the $4,294 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.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$384,885
MARSH USA LLC · Investment advisory (plan)$113,218
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$88,901
GRAY HUNTER STENN LLP · Accounting / audit$25,478

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$569,282 · 0.09%
2023$513,885 · 0.10%
2022$597,113 · 0.12%
Same employer
Similar plansWholesale Trade · Missouri
Hallmark Cards, Inc. MO$2.1B · 0.05%
Bunzl USA, LLC MO$942.3M · 0.10%
Tkc Holdings, Inc. MO$281.9M · 0.16%
Tricorbraun Inc. MO$165.2M · 0.10%
Goldstein Group, Inc. MO$131.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823213853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.