Plan Ledger DOL Form 5500 · updated monthly

Ds Admiral Bidco, LLC dba Taxwell401(k)

TAXWELL 401(K) PLAN · FRANKLIN, NC · plan year 2025

Reported admin expense ratio · 2025
0.50%

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

Ds Admiral Bidco, LLC dba Taxwell reported $374,571 in plan administrative expenses for 2025: 0.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,475 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 has held roughly steady near 0.50%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 254th-largest of 2,005 plans among North Carolina employers on file, and the 1,847th of 11,654 in professional & technical services. In 2025, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,890,219
Participants with balances998
Active participants900
Employer contributions$3,127,175
Employee contributions$6,264,186
Employer contribution per active participant$3,475
Average account balance$79,048
Benefits paid to participants$11,617,249
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$78.9M · 998 accts · $3.1M emplr
2024$69.5M · 1,008 accts · $3.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$374,571
Total administrative$374,571
The Ds Admiral Bidco, LLC dba Taxwell 401(k) match · 2025
Employer contribution per active participant$3,475
Median for plans this size$4,093
2025$3,475 per active participant
2024$3,102 per active participant

Ds Admiral Bidco, LLC dba Taxwell's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$374,571
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect 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
2025$374,571 · 0.50%
2024$335,043 · 0.51%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Flexential Corp. NC$100.1M · 0.11%
McKim & Creed, Inc. NC$80.6M · 0.01%
Scottmadden, Inc. NC$80.1M · 0.08%
Transportation Insight, LLC NC$76.8M · 0.10%
Rho, Inc. NC$75.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862013312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.