Plan Ledger DOL Form 5500 · updated monthly

Driveline Retail Merchandising, Inc.401(k)

DRIVELINE RETAIL MERCHANDISING 401(K) PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Driveline Retail Merchandising, Inc. reported $63,305 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,609th of 5,688), and 9,032nd of 11,654 in professional & technical services. In 2024, employees put in $9.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,022,537
Participants with balances619
Active participants6,754
Employer contributions$84,616
Employee contributions$761,217
Employer contribution per active participant$13
Average account balance$11,345
Benefits paid to participants$887,279
Plan auditUnmodified (clean) audit opinion
AuditorJKL ROSENBERGER, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$7.0M · 619 accts · $85K emplr
2023$6.4M · 637 accts · $88K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,305
Total administrative$63,305
The Driveline Retail Merchandising, Inc. 401(k) match · 2024
Employer contribution per active participant$13
Median for plans this size$1,313
2024$13 per active participant
2023$22 per active participant

Driveline Retail Merchandising, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20242
NATIONWIDE · Contract administrator · Recordkeeping$59,305
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$4,750

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

Recordkeeper by year2
2024Nationwide, OneAmerica
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Driveline Retail Merchandising, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$63,305 · 0.95%
2023Not separately reported
Similar plansProfessional & Technical Services · Texas
Goree Architects Inc. TX$7.4M · 0.22%
Civilcorp, LLC TX$7.2M · 0.02%
Cybersoft TX$7.0M · 0.47%
Brian Loncar PC TX$7.0M · 0.26%
Emerald Cloud Lab, Inc. TX$6.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222049560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.