Plan Ledger DOL Form 5500 · updated monthly

Drt Holdings, LLC401(k)

DRT HOLDINGS, INC. RETIREMENT PLAN · WEST CHESTER, OH · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Drt Holdings, LLC reported $159,782 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,056 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 rose from 0.29% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 610th-largest of 3,295 plans among Ohio employers on file, and the 2,940th of 13,661 in manufacturing. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,083,954
Participants with balances660
Active participants526
Employer contributions$1,081,681
Employee contributions$3,134,933
Employer contribution per active participant$2,056
Average account balance$83,461
Benefits paid to participants$4,753,406
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.1M · 660 accts · $1.1M emplr
2023$49.2M · 708 accts · $1.7M emplr
2022$43.5M · 657 accts · $773K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,318
Investment management$4,171
Total administrative$159,782
The Drt Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,056
Median for plans this size$3,635
2024$2,056 per active participant
2023$3,147 per active participant
2022$1,351 per active participant

Drt Holdings, LLC's 2024 employer contribution ran below the $3,635 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
ESLER & VANDERSCHAAL CO., L.P.A$33,778
RSM US LLP · Accounting / audit$25,500
KESTRA ADVISORY SERVICES LLCindirect comp

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$159,782 · 0.31%
2023$112,354 · 0.24%
2022$147,096 · 0.29%
Same employer
Similar plansManufacturing · Ohio
Ohio Gratings, Inc. OH$56.4M · 0.25%
The Mennel Milling Company OH$55.8M · 0.18%
Diamond Products Limited OH$55.7M · 0.20%
The Tranzonic Companies OH$55.0M · 0.35%
Flexsys America LP OH$54.8M · 0.07%
Fresh Mark, Inc. OH$54.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263788982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.